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Kimberly A Rees

Pruco Securities, LLC

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About Kimberly A Rees

Kimberly Rees is a financial advisor with Pruco Securities, LLC located in Newark, NJ. Kimberly has over 10 years of experience in the financial services industry. Kimberly is a registered representative and holds the Series 6, 7, 26, and 63 securities licenses. Kimberly specializes in providing financial planning, investment management, and retirement planning services. Kimberly has previously held positions with LPL Financial LLC, Morgan Stanley, and People's Securities, Inc.

Firm Information

Kimberly Rees is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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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other

Compensation from lpl enterprise, llc

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Kimberly Rees’s Registration & Firm History

NJ

07/29/2019 - Present

Pruco Securities, LLC (Newark NJ)

CT

01/23/2017 - 01/08/2019

LPL FINANCIAL LLC (SHELTON CT)

CT

07/08/2010 - 01/27/2017

MORGAN STANLEY (FAIRFIELD CT)

CT

06/26/2007 - 01/06/2009

PEOPLE'S SECURITIES, INC. (GREENS FARMS CT)

CT

10/30/2006 - 01/08/2007

PEOPLE'S SECURITIES, INC. (GREENS FARMS CT)

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Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly A Rees.
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