Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dale Kimery is a registered Investment Advisor Representative in Tennessee and Texas, and is currently associated with Kimery Wealth Management, LLC. Kevin has been in the financial services industry since 1993 and has a diverse background in the industry. Kevin has experience with a variety of investment strategies, including futures managed funds and general securities, and has a Series 7, Series 3, and Series 31 license. Kevin has a strong commitment to providing financial advice to individuals and businesses. Kevin specializes in providing financial advice to individuals, families, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
06/19/2017 - Present
Kimery Wealth Management, LLC (Memphis TN)
TN
06/01/2009 - 06/19/2017
MORGAN STANLEY (MEMPHIS TN)
TN
06/21/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEMPHIS TN)
NY
07/01/2002 - 06/23/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
07/03/2002 - 07/25/2002
SPARTAN SECURITIES GROUP, LTD. (CLEARWATER FL)
NY
08/26/1993 - 01/12/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 08/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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