Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kim is a financial advisor with Park Avenue Securities LLC, a firm with over 1730 registered representatives. Jeff's current location is in LOS ANGELES, CA where they provide financial planning services to clients. Jeff has been in the industry since 2012 and has previous experience working with W&S BROKERAGE SERVICES, INC., NYLIFE SECURITIES LLC, PRUCO SECURITIES, LLC., and NYLIFE SECURITIES INC.. Jeff's specialties include Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.
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.
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.
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CA
01/04/2024 - Present
Park Avenue Securities LLC (LOS ANGELES CA)
CA
08/12/2019 - 02/02/2022
W&S BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/21/2008 - 01/07/2011
NYLIFE SECURITIES LLC (WOODLAND HILLS CA)
CA
06/15/2005 - 07/09/2008
PRUCO SECURITIES, LLC. (LOS ANGELES CA)
NY
03/05/2001 - 06/20/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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