Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Cheol Kim is a financial advisor in Pasadena, CA. Steve has been in the industry since 2002 and currently works with Western International Securities, Inc. Previously Steve Cheol Kim worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steve is licensed to provide both brokerage and investment advisory services in California and New York.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
CA
11/28/2022 - Present
Western International Securities, Inc. (Pasadena CA)
CA
06/16/2011 - 12/07/2022
UBS FINANCIAL SERVICES INC. (PASADENA CA)
CA
09/06/2005 - 06/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
09/19/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
07/11/2002 - 08/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2002 - 08/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Kim is the right advisor for you? Invested Better is here to help.
