Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Min? Claim Your ProfileMin S Kim is an investment advisor representative for Edelman Financial Engines. Min has been in the financial industry since 2000. Min is registered in Virginia to provide investment advice. Min is a registered representative of Edelman Financial Engines and is Series 6, 7, 24, 51, 53, and 63 licensed. Min has held previous positions at EF Legacy Securities, LLC, Sanders Morris Harris LLC, H. Beck, Inc., and T. Rowe Price Investment Services, Inc.
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 7/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/14/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/7/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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