Unclaimed
Kimaron Gardner is an investment advisor representative with Stifel, Nicolaus & Company, Inc. with more than 30 years of experience in the financial services industry. Kimaron is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Kimaron specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Kimaron provides a wide range of services, including financial planning, pension consulting, and portfolio management. Kimaron is also a licensed real estate developer.
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.
1
2
IL
03/19/2018 - Present
Stifel, Nicolaus & Company, Inc. (BARRINGTON IL)
IL
12/15/1995 - 08/02/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NA
10/14/1987 - 07/27/1990
HORIZONS INTERNATIONAL CORPORATION
NA
06/19/1987 - 09/30/1987
CFS SECURITIES CORP.
NA
03/04/1983 - 11/10/1986
HALL SECURITIES CORPORATION
IA
Issued 05/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1980
Series 2 - Non-Member General Securities 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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