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Sun hyung Kim is a registered investment advisor with RMR Wealth Builders, Inc. located in Montclair, NJ. Sun hyung Kim has been in the industry for over 15 years and has a wide range of experience in financial planning, portfolio management, and consulting. Sun hyung Kim has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Sun hyung Kim has a deep understanding of the financial markets and is committed to providing personalized financial advice to meet the unique needs of each client.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
02/06/2024 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NY
09/08/2014 - 11/27/2023
KEYBANC CAPITAL MARKETS INC. (New York NY)
NY
09/22/2008 - 06/20/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/25/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/25/2006 - 07/27/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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