Unclaimed
David Daehwang Kim is a financial advisor with over 1 year of experience in the industry. Currently, David is a registered representative at J.P. Morgan Securities LLC and has been since May 2024. Prior to this, David worked as a financial advisor at Morgan Stanley from September 2023 to March 2024. David is licensed in all 50 states and the District of Columbia. He is a Series 63, Series 7TO and SIE licensed representative. David has experience in providing financial planning services to 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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/14/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
GA
09/28/2023 - 03/15/2024
MORGAN STANLEY (Alpharetta GA)
BC
Issued 02/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials 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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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