Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yongkwan? Claim Your ProfileYongkwan Allen Kim is a financial advisor currently registered with Hightower Advisors, LLC in California. Yongkwan has over 20 years of experience in the financial services industry and holds Series 7 and Series 66 licenses. Yongkwan is also a Chartered Financial Analyst (CFA). Yongkwan has previously worked with several firms including VP Distributors LLC, AssetMark Brokerage, LLC, Capital Brokerage Corporation, Multi-Financial Securities Corporation, Primevest Financial Services, Inc., Financial Network Investment Corporation, and ING Financial Partners, Inc. Yongkwan specializes in providing financial planning, portfolio management, and treasury management services to individuals, corporations, and charitable organizations.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
07/09/2024 - Present
Hightower Advisors, LLC (Los Angeles CA)
CA
12/02/2014 - 09/16/2022
VP DISTRIBUTORS LLC (LOS ANGELES CA)
CA
08/15/2014 - 09/17/2014
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
05/20/2011 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
11/04/2004 - 05/04/2011
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
MN
11/04/2004 - 05/04/2011
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
01/08/2002 - 05/04/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
11/04/2004 - 08/03/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
BOTH
Issued 02/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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