Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Greenwald is a financial advisor at Edward Jones. She is registered with FINRA and has been in the industry since 2009. Kimberley has experience working with a variety of clients, including individuals, corporations, and retirement plans. She is also registered as an investment advisor in Michigan and Texas. Kimberley is committed to providing her clients with personalized financial advice that meets their specific needs.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
12/21/2022 - Present
Edward Jones (IRA MI)
CA
01/22/2019 - 04/26/2022
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CO
07/18/2008 - 07/13/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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