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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joo sun? Claim Your ProfileJoo sun Kim is a financial advisor with Morgan Stanley. Joo sun has been working in the financial services industry since February 2016. Joo sun Kim has a strong track record of success in helping clients achieve their financial goals. Joo sun holds Series 7 and Series 66 licenses and is registered with the state of Hawaii as well as with the Financial Industry Regulatory Authority (FINRA) as an Investment Advisor Representative. Joo sun Kim has experience working with a wide range of clients, including individuals, families, and businesses. Joo sun Kim is committed to providing personalized financial advice and guidance that meets the specific needs of each client.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
09/02/2021 - Present
Morgan Stanley (Honolulu HI)
SC
02/04/2016 - 03/24/2020
WELLS FARGO CLEARING SERVICES, LLC (AIKEN SC)
HI
07/02/2014 - 11/13/2015
LPL FINANCIAL LLC (HILO HI)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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