Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Douglas is a financial advisor with Grove Point Advisors, LLC based in Rockville, Maryland. Kimberly has been in the industry since July 19, 2002. Kimberly is registered to provide investment advisory services in Florida and Maryland. Kimberly has a diverse background in financial services, having previously worked at firms such as Raymond James & Associates, Inc., E*TRADE Securities LLC, and Next Financial Group, Inc. Kimberly holds Series 7, 24, 52, 53, 66, and SIE licenses, and has experience providing financial planning, portfolio management, and pension consulting services. Kimberly is passionate about helping individuals and families achieve their financial goals.
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.
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
MD
12/10/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
11/02/2021 - 12/08/2021
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
11/08/2016 - 10/13/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
GA
06/23/2015 - 06/06/2016
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
NH
08/15/2013 - 05/22/2015
NEXT FINANCIAL GROUP, INC. (NASHUA NH)
MA
04/19/2011 - 05/22/2013
BOLTON GLOBAL CAPITAL (BOLTON MA)
MA
04/19/2011 - 05/22/2013
BOLTON SECURITIES CORPORATION (BOLTON MA)
CT
10/25/2007 - 11/08/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
04/04/2006 - 10/25/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
02/13/2001 - 01/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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