Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Tonrey is a financial advisor with Morgan Stanley in Purchase, NY. Kimberly has been in the industry for over 17 years and is registered with the state of New York. Kimberly has a wide range of experience in the financial services industry, including working with individuals, high-net-worth clients, businesses, and institutions. Kimberly holds a number of licenses and certifications, including the Series 3, 4, 7, 9, 10, 14, 24, 52, 53, 57, and 66. Kimberly is also a registered representative of Robinhood Financial, LLC and a registered investment advisor with the state of New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/03/2023 - Present
Morgan Stanley (PURCHASE NY)
NY
10/13/2021 - 02/01/2023
ROBINHOOD FINANCIAL, LLC (New York NY)
NY
01/27/2014 - 09/29/2021
MORGAN STANLEY (NEW YORK NY)
NY
06/01/2009 - 05/17/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
12/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
CA
06/09/2004 - 08/20/2004
GIRARD SECURITIES, INC. (SAN DIEGO CA)
NY
07/07/2003 - 09/26/2003
PRUDENTIAL EQUITY GROUP, INC. (NEW YORK NY)
NY
04/19/2000 - 02/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/21/1999 - 07/29/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/02/1998 - 02/24/1999
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 11/30/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2016
Series 4 - Registered Options Principal Examination
BC
Issued 01/05/2016
Series 14 - Compliance Officer Examination
BC
Issued 09/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 57 - Securities Trader Exam
BC
Issued 12/22/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/27/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Tonrey is the right advisor for you? Invested Better is here to help.
