Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Webber is a financial advisor with Stifel, Nicolaus & Company, Inc. Kim has been in the industry since April 2003. Kim holds Series 63, SIE and Series 7 licenses. Kim is registered with the state of Pennsylvania and 24 other states. Kim has previous experience with Janney Montgomery Scott LLC and LINSCO/PRIVATE LEDGER CORP. Kim specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/05/2010 - Present
Stifel, Nicolaus & Company, Inc. (BLOOMSBURG PA)
PA
10/11/2004 - 11/16/2010
JANNEY MONTGOMERY SCOTT LLC (WILLIAMSPORT PA)
SC
04/07/2003 - 10/25/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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