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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eunice? Claim Your ProfileEunice Eunyoung Kim is a financial advisor with Mercer Global Advisors Inc., located in Glendora, CA. Eunice has been a financial advisor for over 14 years, with experience at Cambridge Investment Research, Inc. and Jackson Financial Management. Eunice holds a Series 7, Series 24, Series 51 and Series 66 licenses and is a Certified Financial Planner. Eunice is registered in California as an Investment Advisor Representative and has a strong record of providing financial planning, portfolio management, and other services for both 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.
Trust services, estate planning, tax return preparation, consultation
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
06/04/2020 - Present
Mercer Global Advisors Inc. (Glendora CA)
CA
08/28/2007 - 12/17/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOS ANGELES CA)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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