Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Kim is an investment advisor representative with Fidelity Institutional Wealth Adviser LLC, based in Needham, MA. Laurence has been working in the financial services industry for over 20 years, and has held previous positions at Fidelity Brokerage Services LLC and National Financial Services LLC. Laurence holds a Series 65, Series 66 and Series 63 licenses. Laurence specializes in portfolio management for individuals and businesses, as well as overlay portfolio management and non-discretionary investment advice.
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.
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.
Overlay portfolio management; non-discretionary investment advice
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
MA
02/13/2020 - Present
Fidelity Institutional Wealth Adviser LLC (NEEDHAM MA)
RI
07/21/2010 - 07/21/2020
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/26/2009 - 07/21/2020
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
WA
01/05/1998 - 07/24/2007
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
RI
08/02/1993 - 12/31/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 11/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Laurence Kim is the right advisor for you? Invested Better is here to help.
