Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ju? Claim Your ProfileJu Shin Kim is a financial advisor with Fidelity Personal and Workplace Advisors. Ju Shin has been working in the financial services industry since December 2019. Ju Shin holds Series 7, 63, and 66 licenses and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Ju Shin's specialties include financial planning, portfolio management, and investment advisory services. Ju Shin is registered with the state of Washington and Texas. Ju Shin previously worked for Equitable Advisors, LLC in Bellevue, Washington.
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.
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
WA
05/12/2022 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
02/15/2019 - 10/12/2020
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ju Kim is the right advisor for you? Invested Better is here to help.
