Unclaimed
Albert Kim is a registered investment advisor representative, licensed in New York. He has been working in the securities industry since 1998. Albert currently works with State Farm Investment Management Corp. and has been associated with the firm since February 2025. He holds Series 63 and Series 65 licenses. Albert Kim also holds Series 6 and SIE licenses. The firm has over $10 billion in assets under management and has a strong focus on providing portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
02/19/2025 - Present
State Farm Investment Management Corp. (Commack NY)
IA
Issued 04/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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