Unclaimed
Kimberley Aileen Parsons is a financial advisor in Akron, OH. Kimberley has been in the financial services industry since 1983 and is currently registered with PFS Investments Inc. Kimberley holds Series 6 and Series 63 licenses and is also registered with the following states: District of Columbia, Georgia, Kansas, Maryland, Missouri, Ohio, and Texas. Kimberley has a strong track record of helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/30/2020 - Present
PFS Investments Inc. (AKRON OH)
OH
08/28/2009 - 12/31/2016
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
OH
07/15/2002 - 08/21/2009
SBK-BROOKS INVESTMENT CORP. (CLEVELAND OH)
NJ
10/20/1983 - 07/25/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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