Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hyun Kim is a financial advisor currently affiliated with Wells Fargo Clearing Services, LLC. Daniel has over 17 years of experience in the financial services industry. Daniel is a registered representative and investment advisor representative in Texas. Daniel holds the Series 7, Series 24, Series 66, and SIE licenses. Daniel specializes in providing investment advice to individuals, businesses, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
01/27/2025 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
06/08/2020 - 12/14/2023
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
08/12/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/01/2012 - 08/01/2013
J.P. MORGAN SECURITIES LLC (CARROLLTON TX)
TX
03/29/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CARROLLTON TX)
TX
10/04/2007 - 02/24/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/04/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CA
10/13/2005 - 09/18/2007
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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