Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kim is a financial advisor at Charles Schwab & CO., Inc.. Steven has been in the industry since 2018. Steven provides financial planning services to individuals and businesses and is also a wrap fee program sponsor and referral program advisor. Steven has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TN
10/07/2024 - Present
Charles Schwab & CO., Inc. (Franklin TN)
SC
06/02/2022 - 12/05/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/20/2021 - 05/03/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
GA
06/03/2021 - 08/24/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 10/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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