Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Camile Schell is a financial advisor at Raymond James & Associates, Inc. Kim has been in the industry since August 2009. Kim is registered with the state of Colorado as a registered representative (Series 7) and an investment advisor representative (Series 66). Kim has been associated with Raymond James & Associates, Inc. since June 2022. Kim has previously worked for LPL Financial LLC, WADDELL & REED and other companies. Kim specializes in financial planning, portfolio management, and pension consulting. Kim also provides educational seminars and selects other advisors for clients. Kim has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and retirement plans.
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.
Please see note in schedule d - miscellaneous
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
CO
06/17/2022 - Present
Raymond James & Associates, Inc. (BOULDER CO)
CO
07/21/2021 - 06/02/2022
LPL FINANCIAL LLC (DENVER CO)
CO
08/18/2009 - 07/21/2021
WADDELL & REED (DENVER CO)
BOTH
Issued 11/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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