Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Y. Kim is a financial advisor with over 25 years of experience in the industry. John is registered with LPL Financial LLC and Symphony Financial Services, Inc. as a Registered Representative and Investment Advisor Representative, providing investment advisory and financial planning services to individuals and businesses. John is also licensed to provide insurance services. John holds a Series 6, 7, 24, 31, 63, and 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/14/2012 - Present
LPL Financial LLC (AKRON OH)
OH
02/28/2005 - 11/05/2007
M HOLDINGS SECURITIES, INC. (AKRON OH)
FL
06/29/2004 - 03/04/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
06/29/2001 - 07/14/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
04/16/1997 - 06/26/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
01/12/1996 - 03/27/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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