Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Bimston is a financial advisor with over 20 years of experience in the industry. Kara has been a registered representative with Tiaa-Cref Individual & Institutional Services, LLC since 2013. Kara has a strong background in financial planning and portfolio management. Kara specializes in helping individuals and families achieve their financial goals. Kara is committed to providing personalized financial advice and guidance to her clients. Kara is also a registered investment advisor. Kara is committed to providing her clients with the highest level of service and professionalism.
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.
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.
Compensation from affiliates
1
2
FL
05/16/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Plantation FL)
NY
08/23/2013 - 11/02/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
10/03/2011 - 12/20/2011
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NY
07/07/2011 - 09/19/2011
JHS CAPITAL ADVISORS, INC. (NEW YORK NY)
NY
10/01/2008 - 08/13/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/10/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/12/2005 - 10/11/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
IL
06/26/1997 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kara Bimston is the right advisor for you? Invested Better is here to help.
