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Sae C Kim

Financial Security Advisory Inc.

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About Sae C Kim

Sae Kim is a financial professional with over 20 years of experience in the industry. Sae is currently registered with Financial Security Advisory Inc. as an investment advisor representative. Sae has been registered with the state of Virginia since 2000 and has a broad range of experience in providing financial advisory services to individuals, businesses, and charitable organizations. Sae holds the Series 6, 63, and 65 licenses, as well as the SIE exam.

Firm Information

Sae Kim is currently registered with Financial Security Advisory Inc.. Financial Security Advisory Inc. is an investment advisor located in VIRGINIA BEACH, VA. The firm manages $1 billion - $10 billion in assets, with a focus on providing financial planning, portfolio management for businesses and individuals, and other services. The firm has a client base of 2904 accounts, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Their services are tailored to meet the needs of a diverse clientele, and they have a strong track record of success in managing investments.
Financial Security Advisory Inc.

477 VIKING DRIVE

VIRGINIA BEACH, VA 23452

$1.57B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Sae Kim’s Registration & Firm History

VA

01/11/2000 - Present

Financial Security Advisory Inc. (VA BEACH VA)

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Licenses & Designations

BC

Issued 08/01/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sae C Kim.
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