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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 Mulliken is a financial advisor associated with Raymond James & Associates, Inc. Kim has been in the industry since October 18, 2018, and is registered to provide investment advice in Pennsylvania. Kim holds Series 66, SIE, and Series 7 licenses and is a registered representative with FINRA and a registered investment advisor. Kim has worked for AXA Advisors, LLC and PNC Investments before joining Raymond James & Associates, Inc. Kim is a part-time Associate/Employee at Etage Athletic Club and has experience working in various roles, including as a front desk associate. Kim is passionate about helping individuals and businesses achieve their financial goals.
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
FL
01/08/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
09/24/2019 - 01/08/2024
PNC INVESTMENTS (PITTSBURGH PA)
PA
07/03/2018 - 06/07/2019
AXA ADVISORS, LLC (PITTSBURGH PA)
BOTH
Issued 08/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
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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