Unclaimed
Youn Sung Kim is an investment advisor representative with Osaic Wealth, Inc. Youn Sung Kim has been in the industry since October 1994, providing financial and investment advice to individuals and businesses. Youn Sung Kim has extensive experience in portfolio management, financial planning and pension consulting. Previously, Youn Sung Kim was a registered representative with Securities America, Inc. and AXA Advisors, LLC. Youn Sung Kim is committed to providing clients with personalized service and helping them reach their financial goals.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LOS ANGELES CA)
CA
10/21/2008 - 06/14/2024
SECURITIES AMERICA, INC. (LOS ANGELES CA)
CA
02/24/1995 - 10/15/2008
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
02/24/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
GA
10/10/1994 - 02/10/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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