Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Kim is a financial professional with over 20 years of experience in the financial services industry. Jimmy has a strong background in securities and is a registered representative with Charles Schwab & Co., Inc.. Jimmy is licensed in California, Colorado and Texas. Jimmy's career began with Charles Schwab & Co., Inc. in 2000 in Westlake, Texas. Jimmy is currently with Charles Schwab & Co., Inc. in Lone Tree, Colorado.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
02/24/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
11/10/2000 - 10/19/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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