Unclaimed
Kimberly Berry is a financial professional with over 23 years of experience in the industry. Kimberly is currently registered with Keybanc Capital Markets Inc. and has previously worked with Dean Witter Reynolds Inc. Kimberly holds multiple FINRA licenses, including Series 7, 31, 53, 66, and SIE, demonstrating a broad range of financial expertise. Kimberly is registered with the state of Ohio and California.
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.
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.
1
2
OH
11/28/2000 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
NY
08/12/1999 - 11/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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