Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Robinson Hawkinson is a financial advisor with Morgan Stanley. Kim has been in the financial industry since 1982. Kim is registered with the state of Illinois and Texas, and has licenses to operate in numerous other states. Kim has passed several industry exams, including Series 7, 63, 24, 10, 9, 62 and 31. Kim's previous employment includes positions at CITIGROUP GLOBAL MARKETS INC., INVEST FINANCIAL CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY & CO., INCORPORATED. Kim has a diverse client base, including individuals, families, trusts, estates, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
05/21/2020 - Present
Morgan Stanley (Chicago IL)
IL
09/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
WI
06/12/1986 - 09/21/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/16/1984 - 07/01/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/25/1982 - 05/23/1984
MORGAN STANLEY & CO., INCORPORATED
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kim Hawkinson is the right advisor for you? Invested Better is here to help.
