Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ki? Claim Your ProfileKi Ho Shin is a financial advisor registered with Ameriprise Financial Services, LLC. Ki has been in the securities industry for 8 years. Ki's office is located in Duluth, Georgia. Ki Ho Shin specializes in providing financial services such as asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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
GA
05/23/2019 - Present
Ameriprise Financial Services, LLC (DULUTH GA)
GA
03/25/2017 - 12/12/2017
MML INVESTORS SERVICES, LLC (DULUTH GA)
GA
04/05/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DULUTH GA)
GA
05/02/2014 - 06/23/2015
WADDELL & REED (ATLANTA GA)
GA
07/10/2012 - 05/09/2014
NEW ENGLAND SECURITIES (NORCROSS GA)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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