Unclaimed
Matthew Kim is a financial advisor with Goldman Sachs & Co. LLC, working in the Los Angeles, CA office. Matthew has been in the financial industry since 2019 and has a Series 63, Series 79TO, and SIE license. Matthew previously worked at MORGAN STANLEY & CO. LLC and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Matthew specializes in providing financial advice for individuals, businesses, and investment companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CA
01/07/2022 - Present
Goldman Sachs & Co. LLC (LOS ANGELES CA)
NY
04/28/2021 - 12/13/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
03/01/2019 - 04/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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