Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Crespi is a financial advisor who has been in the industry since 1989. She is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2016. Kimberly has experience working with clients of various types, including individuals, families, and small businesses. She provides financial planning and investment management services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
RI
04/29/2016 - Present
Charles Schwab & CO., Inc. (Providence RI)
RI
04/15/2013 - 04/25/2016
CITIZENS SECURITIES, INC. (WARWICK RI)
MA
05/23/2006 - 04/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAUNTON MA)
MA
05/17/2004 - 05/24/2006
STANFORD GROUP COMPANY (BOSTON MA)
NY
07/02/2002 - 05/18/2004
BLAYLOCK & PARTNERS, L.P. (NEW YORK NY)
MA
05/28/2002 - 06/28/2002
MOORS & CABOT, INC. (BOSTON MA)
NY
03/20/2000 - 08/09/2001
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
CT
07/19/1988 - 03/21/2000
ADVEST, INC. (HARTFORD CT)
IA
Issued 06/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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