Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Benko is an active investment advisor representative with Truist Advisory Services, Inc. Kimberly has been in the financial services industry since July 1995. Kimberly has licenses in 53 states and the District of Columbia. Kimberly's previous roles include stints at Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., and Legend Equities Corporation. Kimberly is a Registered Representative of Truist Advisory Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
08/31/2016 - Present
Truist Advisory Services, Inc. (JUPITER FL)
FL
10/01/2000 - 04/22/2016
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NC
10/24/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
07/03/1995 - 12/13/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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