Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Bunting is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 1991. Kimberly has held previous positions at A. G. Edwards & Sons, Inc. and PaineWebber Incorporated. Kimberly is licensed to provide investment advice in 43 states and the District of Columbia. Kimberly is a highly experienced advisor with a proven track record of success. Kimberly offers a range of services, including portfolio management, financial planning, and investment research. Kimberly works with individuals, families, and businesses. Kimberly is committed to providing her clients with personalized advice and exceptional 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/28/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
MO
10/08/2001 - 04/14/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/23/1995 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/23/1991 - 10/02/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
11/14/1990 - 06/28/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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