Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Youn? Claim Your ProfileYoun Kim has been in the financial services industry since 2003. Youn is a Certified Financial Planner and is currently registered as a registered representative with The Huntington Investment Co. in Denver, Colorado. Youn has experience with a number of firms including Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., Jackson National Life Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Youn has also worked for UMB Bank, UMB Financial Services Inc., The Milestone Group, Inc., Wells Fargo, and COBIZ WEALTH. Youn offers a number of advisory services, including portfolio management for businesses, portfolio management for individuals, and selection of other advisers. Youn specializes in managing investments for individuals, high-net-worth individuals, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
11/07/2024 - Present
THE Huntington Investment Co. (Denver CO)
NY
05/10/2004 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
02/24/2003 - 04/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TN
01/02/2003 - 03/11/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
04/07/1998 - 08/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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