Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimchi? Claim Your ProfileKimchi Godwin is an investment advisor representative with LPL Financial LLC, based in Madison, Wisconsin. Kimchi has been in the financial services industry since 2002 and has experience working with CUNA Brokerage Services, Inc., GWFS Equities, Inc., and Mutual of America. Kimchi holds the Series 6, 7, 63, and 66 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Kimchi provides financial planning, consulting, and portfolio management services to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
09/15/2023 - Present
LPL Financial LLC (MADISON WI)
TN
05/24/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Brentwood TN)
CO
06/21/2019 - 05/07/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
TX
06/28/2006 - 04/23/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (IRVING TX)
TX
06/28/2006 - 04/23/2019
MUTUAL OF AMERICA SECURITIES LLC (IRVING TX)
MD
10/04/2000 - 03/30/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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