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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 Eikenberry is a financial advisor with Morgan Stanley. Kim has been in the financial services industry for over 17 years. Kim has a broad range of experience, including working with individuals, families, businesses, and institutions. Kim is a Certified Financial Planner™ and holds the Series 6, 7, 63, and 66 securities licenses. Kim has worked with J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, and Fifth Third Securities, Inc. in the past. Kim's office is located at 2700 Patriot Boulevard, Suite150, in Glenview, IL.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
06/30/2015 - Present
Morgan Stanley (Glenview IL)
IL
09/04/2013 - 02/20/2015
J.P. MORGAN SECURITIES LLC (EVANSTON IL)
IL
06/16/2010 - 10/20/2011
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
IL
08/05/2004 - 01/23/2009
FIFTH THIRD SECURITIES, INC. (LAKE FOREST IL)
IL
01/25/2001 - 06/30/2003
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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