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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn H Kim is a registered investment advisor representative with Diversify Advisory Services, LLC. John has been in the industry since 2019 and has experience with Morgan Stanley and Raymond James Financial Services, Inc. John holds the Series 66, Series 7TO, and SIE exams and is registered to provide investment advisory services in Hawaii and Louisiana. John provides financial planning and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
HI
01/06/2025 - Present
Diversify Advisory Services, LLC (Honolulu HI)
HI
11/18/2020 - 04/05/2024
MORGAN STANLEY (Honolulu HI)
HI
10/12/2019 - 10/07/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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