Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chrissy? Claim Your ProfileChrissy Yong Kim is a financial advisor with Ameriprise Financial Services, LLC. Chrissy has been in the financial industry since 1998. She has experience working with individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations. Chrissy holds Series 7 and Series 66 licenses and is registered in California, Hawaii, Nevada, New Jersey, and New York. Chrissy is also registered with the Securities and Exchange Commission as an investment advisor representative. She offers financial planning, asset allocation services, portfolio management, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation services
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
HI
08/04/2017 - Present
Ameriprise Financial Services, LLC (Honolulu HI)
HI
11/01/2011 - 08/15/2017
UBS FINANCIAL SERVICES INC. (HONOLULU HI)
HI
08/22/2003 - 11/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
HI
05/06/1998 - 05/10/2002
PACIFIC CENTURY INVESTMENT SERVICES, INC (HONOLULU HI)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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