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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaemin? Claim Your ProfileJaemin Sim is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jaemin is a registered investment advisor in 53 states and the District of Columbia. Jaemin has been in the industry since February 6, 2003. Jaemin has been with Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Jaemin worked at Securities America, Inc., Lincoln Investment, Capital Analysts, Incorporated, AXA Advisors, LLC, and Charles Schwab & Co., Inc.. Jaemin specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
06/13/2013 - 03/08/2017
SECURITIES AMERICA, INC. (TUSTIN CA)
CA
06/01/2012 - 02/14/2013
LINCOLN INVESTMENT (VALENCIA CA)
CA
12/03/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (VALENCIA CA)
CA
08/10/2009 - 12/07/2009
AXA ADVISORS, LLC (LOS ANGELES CA)
CA
08/15/2001 - 06/17/2008
CHARLES SCHWAB & CO., INC. (WOODLAND HILLS CA)
BOTH
Issued 1/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/17/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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