Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yoon yong? Claim Your ProfileYoon yong Lim is a registered representative and investment advisor representative with over 17 years of experience in the financial services industry. Yoon yong Lim is currently associated with MML Investors Services, LLC in Peachtree Corners, GA. Yoon yong Lim has previously held positions at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Yoon yong Lim holds the Series 6, Series 63, and Series 65 licenses. Yoon yong Lim specializes in offering financial planning, portfolio management, and asset allocation services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
03/25/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
06/09/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
06/09/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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