Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jongwook? Claim Your ProfileJongwook Kim is a financial professional with over 20 years of experience in the financial services industry. Jongwook is currently registered with Equitable Advisors, LLC and holds a Series 7, 24, 63 and 65 securities license. Jongwook has previously worked with The Equitable Life Assurance Society of the United States, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jongwook is registered in 11 states including California, Colorado, Georgia, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. Jongwook provides financial planning, portfolio management, and pension consulting services.
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.
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
NJ
03/31/2020 - Present
Equitable Advisors, LLC (SADDLE BROOK NJ)
NY
03/24/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
02/16/1999 - 03/01/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/16/1999 - 03/01/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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