Unclaimed
Donghoon Kim is a financial advisor registered in California and several other states. Donghoon has been working in the industry since 2011 and currently works for Eagle Strategies LLC. Previously, Donghoon worked for VOYA FINANCIAL ADVISORS, INC., CETERA ADVISOR NETWORKS LLC and Woodbury Financial Services, Inc.. Donghoon is a Series 7, Series 63, and Series 65 licensed representative. Donghoon provides financial planning, portfolio management for individuals, and educational seminars. Donghoon also holds a Series 7, Series 63, and Series 65 license.
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.
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
CA
11/15/2017 - Present
Eagle Strategies LLC (Anaheim CA)
CA
08/05/2016 - 10/02/2017
VOYA FINANCIAL ADVISORS, INC. (Orange CA)
CA
11/18/2014 - 08/05/2016
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
01/22/2013 - 11/19/2014
CAPITAL GUARDIAN, LLC (ORANGE CA)
CA
01/19/2011 - 11/19/2012
WOODBURY FINANCIAL SERVICES, INC. (ORANGE CA)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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