Unclaimed
Jaisuk Kim is a financial advisor with LPL Financial LLC. Jaisuk has been in the financial services industry since 1994 and has a broad range of experience with investment advisory services. Jaisuk has been registered with LPL Financial LLC since 2009 and has worked for several firms, including Fifth Third Securities, Inc. and Raymond James & Associates, Inc. Jaisuk is also a registered investment advisor in Indiana and Texas and is well-versed in the investment needs of individuals, families, and businesses. Jaisuk is committed to providing clients with personalized financial advice and guidance.
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
IN
05/10/2013 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
04/30/2009 - 12/01/2009
INVEST FINANCIAL CORPORATION (INDIANAPOLIS IN)
IN
04/03/2007 - 05/01/2009
INVESTMENT PROFESSIONALS, INC. (MARTINSVILLE IN)
IN
09/13/2004 - 04/12/2007
FIFTH THIRD SECURITIES, INC. (NEW PALESTINE IN)
FL
12/13/2002 - 09/24/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
05/14/1999 - 12/20/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/01/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MN
07/21/1994 - 05/05/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 08/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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