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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kim is a financial advisor with Seia based in Los Angeles, CA. Jennifer has been in the industry since March 1993 and has been registered with FINRA since 1997. Jennifer also holds the Certified Financial Planner designation. Jennifer's specializations include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Jennifer has been a Senior Partner with Seia since March 2001. She also holds the positions of Finance committee member with Aviva, Insurance Broker with Crump, Notary Public, President of Harvard Westlake Korean American Parent Association, Auxiliary Board Member with Korean American Museum, and Board Member with Century City Chamber of Commerce.
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
CA
03/27/2019 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (LOS ANGELES CA)
CA
03/04/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
MA
03/04/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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