Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly McQueen is an active Registered Representative and Investment Adviser Representative with Edward Jones. She has been in the financial services industry since 2005. Kimberly has worked for several firms including Stifel, Nicolaus & Company, Incorporated, LPL Financial LLC, Wells Fargo Advisors, LLC, First Clearing, LLC, Wells Fargo Advisors Financial Network, LLC, H.D. Vest Investment Services, and UBS Financial Services Inc. Kimberly is licensed in Missouri and holds the following licenses: Series 7, Series 24, Series 66, Series 99TO, and SIE. Kimberly has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/24/2022 - Present
Edward Jones (ST LOUIS MO)
MO
10/29/2014 - 02/09/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
08/27/2013 - 09/22/2014
LPL FINANCIAL LLC (JACKSON MO)
IL
12/08/2004 - 06/20/2012
WELLS FARGO ADVISORS, LLC (CARBONDALE IL)
VA
03/20/2007 - 04/12/2012
FIRST CLEARING, LLC (GLEN ALLEN VA)
MO
08/28/2006 - 04/12/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TX
07/16/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NJ
09/20/2002 - 07/21/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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