Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dong ha? Claim Your ProfileDong ha Kim is a financial advisor with Morgan Stanley. Dong ha is registered with FINRA and has been in the financial industry since 2023. Dong ha has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Dong ha is a specialist in providing financial planning, asset allocation advice, pension consulting, and educational seminars. Dong ha specializes in serving high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Dong ha is also a registered investment advisor representative in DC, TX, and VA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
11/12/2024 - Present
Morgan Stanley (Washington DC)
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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