Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Alice Taggert is an investment advisor representative at Fidelity Personal and Workplace Advisors. Kimberly has been in the securities industry for over 28 years and has experience in various financial services roles. She specializes in providing financial planning, educational seminars, and portfolio management services to individuals, corporations, and other businesses. Kimberly is registered with the Securities and Exchange Commission (SEC) and holds several licenses and certifications, including Series 7, 6, 63, and 66.
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.
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.
1
2
UT
05/18/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
RI
01/22/1994 - 03/22/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
07/20/1992 - 01/11/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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