Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jin? Claim Your ProfileJin Kim is a financial advisor with Fidelity Personal AND Workplace Advisors. Jin has been in the financial industry since November 24, 2017. Jin holds the Series 7, Series 63, and Series 66 licenses. Jin's current registrations are with the state of California and Texas. Previous employers include MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and NATIONAL SECURITIES CORPORATION. Jin has a Master of Arts in Translation from University of California, San Diego.
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.
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2
IL
07/29/2021 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
04/04/2018 - 03/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
10/10/2011 - 06/08/2012
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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