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KY

Kisuk Yang

KOREA INVESTMENT & SECURITIES AMERICA
New York, NY 10019
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CRD#: 7884645
KY

Professional summary


Kisuk Yang, who also goes by Joseph Yang, is a registered financial professional currently at KOREA INVESTMENT & SECURITIES AMERICA, INC. located in New York, New York.

Kisuk is registered as a RR (Registered Representative) and started their career in finance in 2024. Kisuk has worked at 1 firm and has passed the Series 63, Series 57TO, Series 99TO, Series 3, Series 7TO, SIE and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Yang

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 Kisuk Yang'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

April 23, 2024 - Present

KOREA INVESTMENT & SECURITIES AMERICA, INC.

Office #1: 1350 Avenue Of The Americas Suite 1602, New York, NY 10019
BD
CRD#: 104158
New York, 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
New Jersey
(11/25/2024)
RR
New York
(11/25/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/24/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 2/8/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 10/29/2024
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2024
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


KI
KOREA INVESTMENT & SECURITIES AMERICA, INC.
DONGWON SECURITIES AMERICA, INC. | KOREA INVESTMENT & SECURITIES AMERICA, INC.

CRD#: 104158 / SEC#: , 8-52615

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


Main Address
1350 Avenue Of The Americas Suite 1602, New York, NY 10019
Mailing Address
1350 Avenue Of The Americas Suite 1602, New York, NY 10019
Phone number
(212) 314-0681
Established
Delaware since 04/18/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KOREA INVESTMENT & SECURITIES US, INC.OWNER
BAE, SANGHYUNCHIEF COMPLIANCE OFFICER / FINOP5451074
PARK, YOUNG CHOICFO5145077
SULL, HOONCHIEF EXECUTIVE OFFICER4459084

Red Flags


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.

Company Information


KOREA INVESTMENT & SECURITIES AMERICA, INC.

CRD#: 104158New York, NY 10019

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