Unclaimed
Paul Kim is a financial advisor with Commonwealth Financial Network. Paul Kim is registered with FINRA as a Registered Representative. Paul Kim is also registered with the state of New York as an Investment Advisor Representative. Paul Kim has been in the securities industry since July 13, 2011. Paul Kim holds the Series 7 and Series 66 licenses, as well as the SIE exam. Paul Kim has a long history with National Planning Corporation, starting in April 2011 and continuing until October 2017. In addition to their roles at Commonwealth Financial Network, Paul Kim provides fixed insurance sales at the company’s branch office in Great Neck, NY. Paul Kim is also a Chartered Financial Analyst.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Great Neck NY)
NY
07/13/2011 - 10/16/2017
NATIONAL PLANNING CORPORATION (GREAT NECK NY)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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