Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames J Kim is a Registered Representative and Investment Advisor Representative with Insight Securities, Inc. James J Kim has been in the industry for over 10 years and is registered in 52 states and the District of Columbia. James J Kim specializes in providing financial planning services, selection of other advisers, and portfolio management services for individuals and businesses. James J Kim is also a Registered Options Principal and a Securities Trader, and has expertise in providing investment advice to high-net-worth individuals and corporations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
07/30/2020 - Present
Insight Securities, Inc. (Highland Park IL)
IL
05/09/2012 - 04/03/2013
NEW ENGLAND SECURITIES (NORTHBROOK IL)
BOTH
Issued 05/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/22/2017
Series 4 - Registered Options Principal Examination
BC
Issued 03/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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