Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kim is an Investment Advisor Representative with Allmerits Asset, LLC. Matthew has been in the industry since 2020 and holds the Series 63, Series 65, Series 7TO and SIE licenses. Matthew is registered with the state of California as an Investment Advisor Representative and a Broker-Dealer. Matthew is also registered with the state of Texas as a Broker-Dealer. Matthew has experience in financial planning, pension consulting and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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CA
01/01/2025 - Present
Allmerits Asset, LLC (BUENA PARK CA)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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