Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dong woo? Claim Your ProfileDong woo Kim is a Certified Financial Planner® professional with over 11 years of experience in the financial services industry. Dong woo Kim is currently registered with IEQ Capital, LLC. Dong woo Kim specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Dong woo Kim previously worked at MORGAN STANLEY. Dong woo Kim holds the Series 66, SIE, and Series 7 licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/10/2021 - Present
IEQ Capital, LLC (FOSTER CITY CA)
NJ
10/22/2009 - 02/02/2021
MORGAN STANLEY (NEW BRUNSWICK NJ)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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