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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim MacGregor is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives and over $824 billion in assets under management. Kim specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Kim holds Series 7 and 66 securities licenses and is registered with the state of Michigan as an Investment Advisor Representative. Kim has over 20 years of experience in the financial services industry, having previously worked at PNC Investments, NatCity Investments, and McDonald Investments. Kim is also a founding board member of 100+ Women Who Care in Dowagiac, Michigan.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
08/26/2014 - Present
Edward Jones (DOWAGIAC MI)
MI
11/13/2009 - 12/06/2010
PNC INVESTMENTS (DELTON MI)
MI
07/28/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLDWATER MI)
OH
02/02/2001 - 10/20/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 03/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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