Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Carroll is a financial advisor at Edward Jones, where Kimberly has been since 2016. Kimberly has been working in the financial services industry since 1996, and has a broad range of experience. Kimberly holds licenses in both Massachusetts and Texas. Kimberly works with a variety of clients, including individuals, families, businesses, and retirement plans. Kimberly has a strong commitment to providing her clients with personalized financial advice and guidance. Kimberly's previous work experience was with Ameriprise Financial Services, Inc., New England Securities, and Columbia Management Distributors, Inc. Kimberly is committed to building long-term relationships with her clients and helping them achieve their financial goals.
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
MA
06/29/2023 - Present
Edward Jones (ATTLEBORO MA)
MA
09/09/2013 - 02/24/2016
AMERIPRISE FINANCIAL SERVICES, INC. (RAYNHAM MA)
MA
08/26/2011 - 08/21/2013
NEW ENGLAND SECURITIES (NORTH ATTLEBORO MA)
MA
08/15/1996 - 06/15/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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