Unclaimed
Derrick Kim is a registered investment advisor representative with Centaurus Financial, Inc. based in Mililani, HI. Derrick has been in the industry since November 2007 and has experience with Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. Derrick holds Series 66, Series 7, and SIE licenses. Derrick Kim specializes in providing financial planning services to individuals and 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.
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
HI
04/05/2021 - Present
Centaurus Financial, Inc. (Mililani HI)
HI
01/31/2012 - 08/03/2018
HORNOR, TOWNSEND & KENT, INC. (MILILANI HI)
HI
10/04/2010 - 01/27/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (MILILANI HI)
UT
10/22/2007 - 09/01/2010
INSPHERE SECURITIES, INC. (SALT LAKE CITY UT)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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