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Marisol B Fung

Avier Wealth Advisors

Chandler, AZ

Bellevue, WA

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Current Employers
Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-05-27
  • AZ RA
    APPROVED
    Since 2022-05-27

Branch Locations

Chandler, AZ • United States

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hanei Private Wealth Advisors Chandler AZ 12/2013 09/2016
Dynamic Wealth Advisors Scottsdale AZ 07/2015 09/2016
Dynamic Wealth Advisors Scottsdale AZ 10/2016 03/2022
Avier Wealth Advisors Bellevue WA 04/2022 Present
  • 12/2013 → 09/2016
    Hanei Private Wealth Advisors
    Chandler, AZ
  • 07/2015 → 09/2016
    Dynamic Wealth Advisors
    Scottsdale, AZ
  • 10/2016 → 03/2022
    Dynamic Wealth Advisors
    Scottsdale, AZ
  • 04/2022 → Present
    Avier Wealth Advisors
    Bellevue, WA
Previous Registrations
  • 2015-08-03 → 2022-03-31
    Dynamic
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-13
S63 Uniform Securities Agent State Law Examination 2011-08-30
  • S65 Uniform Investment Adviser Law Examination
    2015-05-13
  • S63 Uniform Securities Agent State Law Examination
    2011-08-30
Other Names
  • Bokyung Myung
  • Marisol B Myung

View on SEC IAPD

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