Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Jendrick is an investment advisor representative with Fidelity Personal and Workplace Advisors. Kimberley has been in the financial services industry since February 13, 2007. She has a Series 7 and Series 66 license. Kimberley is registered to provide investment advice in 14 states, including Texas, Washington, Alaska, Arizona, California, Colorado, Hawaii, Idaho, Massachusetts, New Mexico, Oregon, Utah, and Washington. In addition to her work as an investment advisor, Kimberley is also an ordained minister.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
04/08/2022 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
MA
10/24/2006 - 01/04/2010
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 03/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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