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MC

Michael J. Choi

MGI FUNDS DISTRIBUTORS
Pittsburgh, PA 15222
Some features on this profile are disabled
CRD#: 4470477
MC

Professional summary


Michael Jungwon Choi, who also goes by Jungwon Choi, Mike Jungwon Choi, is a registered financial professional currently at MGI FUNDS DISTRIBUTORS, LLC located in Pittsburgh, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jungwon Choi | Mike Jungwon Choi

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Jungwon Choi's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 3, 2020 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: 6 Ppg Place Suite 400, Pittsburgh, PA 15222
BD
CRD#: 35682
Pittsburgh, PA
Past

September 6, 2017 - December 31, 2019

MMC SECURITIES LLC

RIA
CRD#: 103846
SAN FRANCISCO, CA
Past

September 5, 2017 - December 31, 2019

MMC SECURITIES LLC

BD
CRD#: 103846
SAN FRANCISCO, CA
Past

February 28, 2017 - August 28, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
Lafayette, CA
Past

December 11, 2015 - August 25, 2017

ONEDIGITAL

RIA
CRD#: 106766
Lafayette, CA
Past

November 18, 2015 - March 2, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
LAFAYETTE, CA
Past

May 1, 2013 - January 3, 2017

SLW RETIREMENT PLAN ADVISORS

RIA
CRD#: 146478
LAFAYETTE, CA
Past

April 30, 2013 - November 18, 2015

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
LAFAYETTE, CA
Past

October 25, 2007 - September 23, 2008

PRINCIPAL FUNDS DISTRIBUTOR, INC.

BD
CRD#: 43261
DES MOINES, IA
Past

April 18, 2006 - April 9, 2013

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
EMERYVILLE, CA
Past

November 1, 2005 - April 9, 2013

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAN RAFAEL, CA
Past

January 18, 2002 - July 5, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/3/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MF
MGI FUNDS DISTRIBUTORS, LLC
MGI FUNDS DISTRIBUTORS, INC. | OFFIT FUNDS DISTRIBUTOR, INC. | MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682 / SEC#: , 8-46960

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682Pittsburgh, PA 15222

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