Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kim is a financial advisor with Energy Shares, LLC. Daniel has over 20 years of experience in the financial services industry. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 63, 66, 99TO and SIE licenses. Daniel Kim is licensed to provide financial advice in all 50 states.
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.
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.
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CA
08/02/2022 - Present
Energy Shares, LLC (PASADENA CA)
CA
03/06/2001 - 07/21/2003
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
BC
Issued 11/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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