Heesun Choi
Professional Summary
Heesun Choi, who also goes by Hee Sun Choi, is a registered financial advisor currently at COOPERATIVE SECURITIES located in Dulles, Virginia. Heesun is registered as a RR (Registered Representative) and started their career in finance in 2009. Heesun has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hee Sun Choi
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COOPERATIVE SECURITIES | COOPERATIVE SECURITIES LLC
Contact Information
Main Address
20701 Cooperative Way, Dulles, VA 20166Mailing Address
20701 Cooperative Way, Dulles, VA 20166Phone Number
(800) 424-2954Established
Delaware since 11/01/2021Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NATIONAL COOPERATIVE SERVICES CORPORATION | SHAREHOLDER | — |
| SCHLEIFER, JUSTIN HAYES | CHIEF COMPLIANCE OFFICER / FINOP | 5977433 |
| WANG, YU LING | CEO | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/14/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jul 2022About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Heesun Choi's CRS (Customer Relationship Summary).
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