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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taeyoon? Claim Your ProfileTaeyoon Kim is a financial advisor with over 14 years of experience in the financial industry. Taeyoon is currently registered with Cetera Investment Advisers LLC and is licensed in 11 states. Taeyoon has previously been registered with Securian Financial Services, Inc. and MetLife Securities Inc. Taeyoon holds Series 63, 65 and 7 licenses as well as the SIE exam. Taeyoon specializes in financial planning, portfolio management for individuals and businesses, as well as pension consulting. Taeyoon is also active in the Korean American community and serves as a Board Member for the Korean American Coalition in San Diego.
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.
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
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
05/15/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
01/14/2009 - 04/30/2009
METLIFE SECURITIES INC. (SAN DIEGO CA)
IA
Issued 6/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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