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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jung jin Kim is a financial advisor registered with Osaic Wealth, Inc. and Regal Advisory Services, Inc. Thomas Kim has been in the industry since 1994. Thomas Kim is registered in 29 states and has been active with Osaic Wealth, Inc. since 1994. Osaic Wealth, Inc. is a financial advisor firm based in Scottsdale, AZ. The firm has 437201 clients and manages over 94.55 billion dollars in assets. The firm provides advisory services including financial planning, pension consulting, and portfolio management. Thomas Kim also works for Regal Advisory Services, Inc., which has a branch office located in Woodland Hills, CA.
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
01/27/2018 - Present
Osaic Wealth, Inc. (WOODLAND HILLS CA)
CO
04/13/1994 - 07/20/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
FL
11/26/1993 - 03/23/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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