Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Kim is a financial advisor registered with Morgan Stanley Investment Management Inc. Phillip has been a financial advisor since January 2009 and has extensive experience in the industry. Phillip has a strong track record of success, having worked with both individuals and institutions. Phillip is committed to helping clients achieve their financial goals. Prior to joining Morgan Stanley Investment Management Inc., Phillip worked at Morgan Stanley, where he held a variety of roles. Phillip is a highly respected financial advisor who has earned the trust of his clients.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/30/2015 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
IL
06/01/2009 - 01/28/2016
MORGAN STANLEY (CHICAGO IL)
IL
01/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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