Unclaimed
Eun Hee Kim is a registered Investment Advisor Representative with Aegis Wealth. Eun Hee Kim is also a Certified Financial Planner. Eun Hee Kim has been with Aegis Wealth since February 2005. Eun Hee Kim has been registered as an Investment Advisor Representative in Maryland, Texas, and Virginia.
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.
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.
Portfolio monitoring & consulting
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.
% of assets under consultation
1
2
MD
03/01/2024 - Present
Aegis Wealth (BETHESDA MD)
IA
Issued 09/18/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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