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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jong keun? Claim Your ProfileJong keun Michael Kim is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL. Jong keun has been in the financial industry since 2003 and has experience in various roles with several firms, including Quest Capital Strategies, Inc. and Waddell & Reed, Inc. Jong keun's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Jong keun holds Series 6, 7, 63, and 65 licenses, as well as the SIE designation.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/29/2024 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
01/03/2006 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
KS
09/19/2003 - 12/19/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
AZ
05/12/2003 - 09/08/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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