Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kim is a financial advisor registered with NEW Edge Wealth. Susan has been in the industry since 2012 and holds a Series 7, Series 7TO and Series 63 license. Susan is based in Stamford, Connecticut, and specializes in providing financial advice to high-net-worth individuals and families. Susan is also a licensed real estate professional, and she uses this expertise to help her clients with their overall financial planning needs. Susan is committed to providing her clients with personalized, comprehensive financial advice and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
CA
11/15/2013 - 01/06/2016
DECKER & CO, LLC (MENLO PARK CA)
NY
10/15/2001 - 05/29/2008
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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