Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kim Gin is a financial advisor at Prosperity Wealth Management, Inc. in Morton Grove, IL. Jeffrey Kim Gin has been in the financial industry since 2002. They have worked at Waddell & Reed, Inc. and Fortune Financial Services Inc. Jeffrey Kim Gin is a Certified Financial Planner and has been a registered representative in Illinois since 2006.
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.
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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IL
01/03/2020 - Present
Prosperity Wealth Management, Inc. (Morton Grove IL)
KS
10/06/2002 - 12/13/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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