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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Blindheim is an active financial advisor with Morgan Stanley. Kimberly has been in the financial industry since 1997 and has held prior roles with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and PAINEWEBBER INCORPORATED. Kimberly has Series 7, 31, and 63 licenses, and she is also a Series 65 licensed advisor. Kimberly has an office in Kirkland, WA.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Kirkland WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
06/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SEATTLE WA)
NJ
02/25/1997 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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