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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 Necia Jackson is a financial advisor registered with Fidelity Personal and Workplace Advisors and has been in the industry since 1996. Kim Necia Jackson is registered to provide investment advice in Georgia. Prior to Fidelity Personal and Workplace Advisors, Kim Necia Jackson was employed by Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, UBS Financial Services Inc., Shamus Group, Inc., Smith Barney Inc., Northeast Securities, Inc., PaineWebber Incorporated, and Advest, Inc. Kim Necia Jackson has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE exams. Kim Necia Jackson specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. Kim Necia Jackson's primary office is in Dawsonville, GA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/04/2022 - Present
Fidelity Personal AND Workplace Advisors (DAWSONVILLE GA)
GA
01/03/2011 - 03/03/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
NV
01/07/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
NJ
11/24/1997 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
08/12/1997 - 10/31/1997
SHAMUS GROUP, INC.
NY
10/03/1996 - 06/10/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/29/1996 - 06/05/1996
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NJ
04/20/1995 - 03/27/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CT
03/01/1994 - 03/17/1995
ADVEST, INC. (HARTFORD CT)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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