Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberli? Claim Your ProfileKimberli Marie Jimenez is an investment advisor representative at Vanguard Advisers, Inc. She is registered with the state of Arizona and Texas and holds the Series 66, 63, 24, 7 and SIE licenses. Kimberli has been in the financial services industry since 2018 and has worked for several firms, including Patrick Capital Markets, LLC, CCO Capital, LLC and Select Capital Corporation. Kimberli specializes in providing financial planning services, as well as portfolio management services for individuals, businesses and pooled investment vehicles.
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.
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
AZ
10/27/2020 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
CA
02/12/2020 - 05/26/2020
SELECT CAPITAL CORPORATION (SAN JUAN CAPISTRANO CA)
AZ
08/28/2019 - 02/25/2020
PATRICK CAPITAL MARKETS, LLC (Scottsdale AZ)
AZ
08/01/2017 - 07/15/2019
CCO CAPITAL, LLC (PHOENIX AZ)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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