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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 Marie Demetriou is a financial advisor in Atlanta, Georgia. Kim has over 20 years of experience in the financial services industry. Kim currently works at UBS Financial Services Inc. and has worked for several other firms in the past, including Morgan Stanley, Citigroup Global Markets Inc., and Linsco/Private Ledger Corp. Kim is registered with FINRA and holds the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Kim is also registered with the state of Georgia as an investment advisor representative.
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.
See schedule d - miscellaneous
1
2
GA
10/19/2012 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
06/01/2009 - 10/31/2012
MORGAN STANLEY (ALPHARETTA GA)
GA
03/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
SC
07/18/2003 - 01/15/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
07/31/2002 - 07/24/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/30/2001 - 05/02/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/12/1996 - 12/24/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
08/26/1993 - 02/06/1996
UNION FINANCIAL CORP. (NEW YORK NY)
FL
07/27/1994 - 12/31/1995
J. MICHAEL REISERT, INC. (FT. LAUDERDALE FL)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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