Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rae? Claim Your ProfileRae Kim has been in the financial services industry since 2001. Rae holds licenses to provide investment advice and securities services in multiple states. Rae currently works at Lincoln Investment, a firm with a large number of clients and assets under management. Rae also has an ownership interest in State and Federal Employees Benefit Consulting Group (Kim Financial Group DBA) which provides insurance and retirement planning services. Rae also owns rental properties and has a partial ownership in a rental property managed by a property management company.
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.
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.
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NJ
06/01/2012 - Present
Lincoln Investment (WARREN NJ)
NJ
03/10/2004 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WARREN NJ)
CT
01/11/2002 - 03/04/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
01/01/2001 - 01/17/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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