Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kim is a financial advisor with Fidelity Personal And Workplace Advisors, located in Austin, Texas. Michael has been a registered representative for over 20 years and holds the Series 7, Series 63, Series 66 and Series 24 licenses. Michael specializes in providing financial planning, investment management, and portfolio management for individuals and businesses. Michael is also a member of the board for The Grace Episcopal Church School and a Partner at Runstone Capital Management LLC.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
02/13/2017 - 04/18/2022
ALLSTATE FINANCIAL SERVICES, LLC (GEORGETOWN TX)
TX
07/17/2014 - 02/09/2017
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
04/26/2011 - 10/14/2013
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
02/20/2001 - 09/21/2007
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/08/1997 - 05/07/1998
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
04/03/1997 - 10/08/1997
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
02/18/1997 - 03/24/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
BOTH
Issued 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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