Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly A. Mercadante is a financial professional with over 17 years of experience in the financial services industry. Kimberly is currently registered with American Portfolios Financial Services, Inc. in Northport, NY. Kimberly has a strong background in investment advisory services and holds the Series 7, Series 63, and SIE licenses. Kimberly is committed to providing personalized financial advice and helping clients 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.
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.
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2
NY
03/16/2020 - Present
American Portfolios Financial Services, Inc. (Northport NY)
NY
06/18/2012 - 01/30/2019
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
06/01/2009 - 06/28/2012
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
05/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
10/28/2004 - 05/10/2007
WACHOVIA SECURITIES, LLC (WOODBURY NY)
BC
Issued 12/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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