Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kim, a Chartered Financial Analyst, has been working in the financial industry since 2005. Peter currently serves as an Investment Advisor Representative for Brandywine Oak Private Wealth LLC in Kennett Square, PA. Previously, Peter was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ. Peter's registrations with the Securities and Exchange Commission include Series 65 and Series 66. In addition to Peter's work as an investment advisor, Peter is also a board member of the Chester Springs Library. Peter is committed to providing high-quality financial advice to his clients. Brandywine Oak Private Wealth LLC is a financial advisory firm that offers a range of services to individuals and families. The firm specializes in investment management, financial planning, and retirement planning. Brandywine Oak Private Wealth LLC has approximately $1.3 billion in assets under 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
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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PA
01/04/2024 - Present
Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)
NJ
08/17/2005 - 12/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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