Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Donghyuk Kim is a financial advisor with Vanguard Advisers, Inc. located in Malvern, PA. Albert has been in the financial services industry since 2006. Albert Kim holds a Series 7 and Series 66 license. Albert has experience working with various clients including individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Albert is a CERTIFIED FINANCIAL PLANNER™ professional and provides a range of financial planning services including portfolio management and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
07/26/2017 - Present
Vanguard Advisers, Inc. (Malvern PA)
NJ
01/03/2017 - 06/21/2017
LINCOLN INVESTMENT (MARLTON NJ)
NJ
05/30/2013 - 01/03/2017
LEGEND EQUITIES CORPORATION (MARLTON NJ)
NJ
01/24/2012 - 05/30/2013
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
06/28/2010 - 01/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
NJ
03/05/2008 - 06/15/2010
LPL FINANCIAL CORPORATION (VOORHEES NJ)
NJ
04/26/2006 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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