Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tae? Claim Your ProfileTae Sung Kim is a financial advisor at Fidelity Personal and Workplace Advisors. Tae Sung Kim is registered with the state of New Jersey as an Investment Advisor Representative. Tae Sung Kim has 16 years of experience in the financial services industry. Tae Sung Kim is licensed in 24 states and has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams. Tae Sung Kim has also been with Fidelity Brokerage Services LLC in Wayne, NJ. Tae Sung Kim has been associated with Fidelity Personal and Workplace Advisors for five years. Tae Sung Kim provides financial planning, educational seminars, and selection of other advisers. Tae Sung Kim is also a co-owner of Element Education, a business that provides math and science instruction to students.
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.
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.
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2
MA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
09/10/2007 - 11/05/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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