Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Hedgepeth-kim is a financial advisor with over 15 years of experience in the financial services industry. Candace is registered with RBC Capital Markets, LLC, and has held previous positions at Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC. Candace is a Series 66, Series 7, and SIE licensed professional. Candace specializes in providing investment advice and financial planning services to high-net-worth individuals, corporations, and other businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MD
08/08/2022 - Present
RBC Capital Markets, LLC (CHEVY CHASE MD)
MD
01/04/2021 - 07/20/2021
RAYMOND JAMES & ASSOCIATES, INC. (Bethesda MD)
DC
10/31/2019 - 01/05/2021
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
MD
04/20/2017 - 10/28/2019
MORGAN STANLEY (POTOMAC MD)
DC
01/01/2008 - 10/11/2016
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
FL
11/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Candace Hedgepeth-kim is the right advisor for you? Invested Better is here to help.
