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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Jiyoun Kim is an investment advisor representative at Sageview Advisory Group, LLC with over 18 years of experience in the financial services industry. Julie Kim has a Series 63, Series 65, and Series 6 licenses as well as the SIE. She has held previous roles at Wells Fargo Insurance Services Investment Advisors, Inc. and T. Rowe Price Investment Services, Inc.. Julie Kim currently works out of the Newport Beach, CA office of Sageview Advisory Group, LLC.
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.
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2
CA
04/11/2013 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
01/25/2010 - 07/27/2012
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (TORRANCE CA)
CA
10/20/2006 - 12/31/2009
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (TORRANCE CA)
MD
09/29/1993 - 09/08/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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