Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Rachelle Jenson is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, Florida. Kim is a licensed financial advisor with over 20 years of experience in the industry. Kim specializes in providing financial advice and portfolio management services for a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Kim also offers a wide range of financial planning services, including retirement planning, college savings planning, and estate planning. Kim is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Raymond James, Kim was a financial advisor with UBS Financial Services Inc., Piper Jaffray & Co. and a number of other financial companies.
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
08/09/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
08/12/2006 - 05/26/2017
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
CO
04/22/1997 - 08/12/2006
PIPER JAFFRAY & CO. (DENVER CO)
BOTH
Issued 07/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1997
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
Not sure Kim Jenson is the right advisor for you? Invested Better is here to help.
