Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heeyeon? Claim Your ProfileHeeyeon Kim is a financial advisor with LPL Financial LLC. Heeyeon has been working in the financial services industry since October 5, 2014. Heeyeon is registered with the state of Hawaii as an investment advisor representative and securities representative. Heeyeon is also registered with the state of Georgia, California and New York as a securities representative. Heeyeon has passed the Series 66, Series 7, and SIE exams. Heeyeon's previous employment includes Summit Brokerage Services, Inc., VSR Financial Services, Inc., and Synergy Tax & Accounting, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
08/28/2018 - Present
LPL Financial LLC (HONOLULU HI)
HI
09/01/2016 - 09/04/2018
SUMMIT BROKERAGE SERVICES, INC. (HONOLULU HI)
HI
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
10/06/2014 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 11/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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