Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Napua Treaster is a registered representative with Samco Capital Markets, Inc. Kimberley has been in the securities industry since 1995. Kimberley is licensed to conduct business in Florida, Mississippi, Nebraska, South Carolina and Texas.
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
TX
05/19/2006 - Present
Samco Capital Markets, Inc. (AUSTIN TX)
TX
02/03/2003 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/20/2000 - 02/03/2003
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
12/15/1995 - 09/27/2000
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
NA
02/01/1995 - 12/15/1995
SERVICE ASSET MANAGEMENT COMPANY
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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