Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly House is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Kimberly has been in the industry since August 14, 2004 and has a strong track record of providing financial advice to a diverse range of clients. Kimberly has a wide range of experience, including providing investment advice to individuals, families, businesses, and institutions. Kimberly has a strong understanding of the financial markets and is committed to helping her clients reach 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NH
03/27/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HANOVER NH)
NY
06/14/2004 - 05/05/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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