Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Milani is a financial advisor with over 10 years of experience in the industry. Kimberley is currently registered with UBS Financial Services Inc. Kimberley has held previous roles at Fidelity Brokerage Services LLC and RBC Capital Markets, LLC. Kimberley's expertise includes financial planning, portfolio management, and pension consulting.
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.
See schedule d - miscellaneous
1
2
NY
07/25/2018 - Present
UBS Financial Services Inc. (NEW YORK NY)
NJ
08/05/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NJ
03/07/2012 - 07/30/2015
RBC CAPITAL MARKETS, LLC (PARAMUS NJ)
NJ
06/22/2011 - 02/28/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/03/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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