Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Jooyern Kim is a financial advisor with over 20 years of experience in the industry. Phillip Kim has worked at several prominent financial institutions, including Lehman Brothers Inc., Deutsche Bank Securities Inc., and Greenhill & Co., LLC. Currently, Phillip Kim is registered with Union Square Advisors LLC and is a licensed securities professional in multiple states.
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.
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.
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2
NY
03/19/2008 - Present
Union Square Advisors LLC (NEW YORK NY)
NY
12/06/2005 - 02/29/2008
GREENHILL & CO., LLC (NEW YORK NY)
NY
09/20/2000 - 04/26/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/14/1999 - 08/30/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
03/25/1999 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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