Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Chong Kim is a financial advisor with over 20 years of experience in the industry. Grace is currently registered with Avantax Advisory Services in Ambler, Pennsylvania. Grace previously worked with FSC Securities Corporation, New England Securities, PRUCO Securities, LLC. and Allstate Financial Services, LLC. Grace specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Grace is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
06/26/2015 - Present
Avantax Advisory Services (AMBLER PA)
PA
04/05/2011 - 07/01/2015
FSC SECURITIES CORPORATION (BLUE BELL PA)
PA
09/13/2010 - 01/12/2011
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
04/17/2001 - 07/07/2010
PRUCO SECURITIES, LLC. (BLUE BELL PA)
NE
10/24/2000 - 04/02/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 08/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Grace Kim is the right advisor for you? Invested Better is here to help.
