Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Fonseca is a financial advisor registered with J.P. Morgan Securities LLC. Kim has been in the industry since 1982 and has worked for several well-known firms, including Morgan Stanley, Citigroup Global Markets Inc., Salomon Brothers Inc., Lehman Brothers Inc., and J. B. Hanauer & Co. Kim holds a Series 7, Series 63, and Series 65 license. Kim specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Kim also offers selection of other advisors and market timing services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/14/2013 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 02/06/2013
MORGAN STANLEY (WEST PALM BEACH FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NY
06/29/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
03/15/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1982 - 03/15/1983
J. B. HANAUER & CO.
IA
Issued 06/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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