Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Regnier is a financial advisor at Edward Jones, a firm with over $800 billion in assets under management. Kimberley has been a registered representative for over 30 years and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. She has experience working with individuals, families, small businesses, and retirement plans. She offers financial planning, portfolio management, and investment advisory services to her clients.
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
SD
03/31/2022 - Present
Edward Jones (SIOUX FALLS SD)
SD
09/03/2009 - 04/09/2010
NYLIFE SECURITIES LLC (SIOUX FALLS SD)
SD
10/20/1999 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SIOUX FALLS SD)
MN
02/18/1998 - 07/20/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
09/18/1991 - 01/28/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 03/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1991
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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