Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Laura Clark is a financial advisor currently registered with Raymond James Financial Services, Inc. in Naples, Florida. Kimberlee Clark has over 10 years of experience in the financial services industry. Kimberlee Clark holds the Series 6, 7, 66, and SIE licenses. Kimberlee Clark has previously held positions with ROYAL ALLIANCE ASSOCIATES, INC., Ameriprise Financial Services, Inc., AssetMark Brokerage, LLC, UBS Financial Services Inc., Deutsche Bank Securities Inc., BBVA Compass Investment Solutions, Inc, and National Planning Corporation.
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.
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.
1
2
FL
02/12/2024 - Present
Raymond James Financial Services, Inc. (NAPLES FL)
CA
11/18/2019 - 03/02/2021
ROYAL ALLIANCE ASSOCIATES, INC. (LOS ANGELES CA)
CA
10/25/2016 - 09/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
CA
11/11/2014 - 04/02/2015
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CA
09/04/2013 - 08/04/2014
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
12/12/2012 - 03/08/2013
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
TX
08/08/2012 - 09/24/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
CA
12/05/2011 - 05/08/2012
NATIONAL PLANNING CORPORATION (GARDENA CA)
BOTH
Issued 09/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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