Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yule-eve? Claim Your ProfileYule-eve Kim is a financial professional with over 10 years of experience in the industry. Yule-eve Kim is currently registered with Santander Securities LLC. Yule-eve Kim is also licensed to offer securities products in Massachusetts. Previously, Yule-eve Kim was associated with CCO Investment Services Corp. and Santander Securities LLC. Yule-eve Kim is a Series 7, Series 24, Series 52, and Series 53 licensed professional. Yule-eve Kim provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
MA
10/20/2021 - Present
Santander Securities LLC (Boston MA)
MA
09/21/2012 - 07/02/2021
SANTANDER SECURITIES LLC (Dorchester MA)
MA
07/29/2010 - 08/13/2012
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Yule-eve Kim is the right advisor for you? Invested Better is here to help.
