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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Min? Claim Your ProfileMin Kim is a financial advisor currently working for Edelman Financial Engines. Min Kim has been in the financial services industry since 2000 and has several registrations in Virginia, including a Series 63, Series 66, Series 7, Series 24 and Series 51. In addition to her work for Edelman Financial Engines, Min Kim has previously worked for EF Legacy Securities, LLC, Sanders Morris Harris LLC, and H. Beck, Inc. Min Kim also has specializations in asset allocation, portfolio management, retirement planning, and insurance.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
08/29/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
06/10/2014 - 08/26/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
07/06/2004 - 06/06/2014
H. BECK, INC. (BETHESDA MD)
MD
06/19/2000 - 07/16/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/07/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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