Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keun soo? Claim Your ProfileKeun soo Kim is an investment advisor representative at Klimax Wealth Management, LLC. Keun soo has been in the industry since 2001 and has experience at UBS Financial Services Inc. and Morgan Stanley DW Inc. Keun soo is registered with the state of New Jersey. Klimax Wealth Management, LLC manages approximately $16.5 million in assets for 24 clients, including high-net-worth individuals and pension and profit-sharing plans. They provide portfolio management services to individuals 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
02/02/2005 - Present
Klimax Wealth Management, LLC (METUCHEN NJ)
NJ
12/20/2002 - 09/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/05/2001 - 12/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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