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YK

Yong Soo S. Kim

DAEHAN SECURITIES,INC
SANTA CLARITA, CA
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CRD#: 1747849
YK

Professional summary


Yong Soo Soo Kim, who also goes by Yong Soo Kim, is a registered financial advisor currently at DAEHAN SECURITIES,INC located in Santa Clarita, California and KAYAN SECURITIES, INC. located in Los Angeles, California.

Yong Soo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Yong Soo has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 14, Series 51, Series 4, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Yong Soo Kim

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Works at Kayan Securities, Inc, Investment-related, 3470 Wilshire Blvd #626, Los Angeles, CA 90010, Securities brokerage, President, 07/2009, 90% of hours devoted, role as a principal and a representative

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Yong Soo Soo Kim's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 6, 2024 - Present

DAEHAN SECURITIES,INC

RIA
CRD#: 167216
SANTA CLARITA, CA
Current

November 28, 2011 - Present

KAYAN SECURITIES, INC.

Office #1: 3460 Wilshire Blvd Suite #1110, Los Angeles, CA 90010Office #2: 3435 Wilshire Blvd Suite 1850, Los Angeles, CA 90010Office #3: 3470 Wilshire Blvd, # 626, Los Angeles, CA 90010-3917
BD
CRD#: 156175
Los Angeles, CA
Past

April 20, 2007 - May 24, 2011

SH INVESTMENT & SECURITIES

BD
CRD#: 123074
LOS ANGELES, CA
Past

August 10, 2004 - April 27, 2007

ETECH SECURITIES, INC.

BD
CRD#: 104195
LOS ANGELES, CA
Past

April 8, 2003 - December 1, 2004

HANMI SECURITIES, INC.

BD
CRD#: 25518
LOS ANGELES, CA
Past

April 14, 1993 - June 3, 2002

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

June 24, 1991 - April 12, 1993

TRIGEM AMERSTOCK CORPORATION

BD
CRD#: 10915
Past

April 5, 1991 - June 6, 1991

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

April 23, 1990 - April 3, 1991

GREAT KOREA SECURITIES, INC.

BD
CRD#: 25939
Past

October 20, 1987 - February 21, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 20, 1987 - February 21, 1990

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(9/6/2024)
RR
Nevada
(2/21/2023)
RR
Texas
(3/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/7/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/27/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DS
DAEHAN SECURITIES,INC
APIIS SECURITIES, INC | SH WEALTH MANAGEMENT | HAN, SANGHYUNG | DAEHAN SECURITIES,INC | DAEHAN SECURITIES, INC.

CRD#: 167216 / SEC#:

California
Registered Investment Advisory firm - (5/16/2013 Approved)
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Contact information


Main Address
Santa Clarita, CA
Mailing Address
Phone number
(323) 734-5000
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts37
AUM (Assets Under Management)$ 4,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DAEHAN SECURITIES,INC

CRD#: 167216Santa Clarita, CA

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