Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sun min? Claim Your ProfileSun min Kim is a financial advisor at Equity Services, Inc., which has offices in Montpelier, Vermont and Timonium, Maryland. Sun min is a CERTIFIED FINANCIAL PLANNER™ professional, and has been a licensed advisor since 2020. Sun min Kim holds FINRA licenses Series 63, Series 7TO and Series 6TO. Sun min Kim is registered to provide advisory services in Alabama, California, Georgia, Maryland, and Virginia. Sun min Kim has over 7 years of experience in the financial industry. Sun min Kim specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Sun min Kim's experience includes working with National Life Group, New York Life Insurance Company, and as a freelance translator. Sun min is also a statutory auditor for NeoImmuneTech, Inc.
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.
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.
1
2
MD
07/01/2020 - Present
Equity Services, Inc. (TIMONIUM MD)
BC
Issued 05/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sun min Kim is the right advisor for you? Invested Better is here to help.
