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 Jackson is a financial advisor with Empower Advisory Group, LLC. Kimberly has been working in the financial industry since 2001. Kimberly is registered with the state of New York as an Investment Advisor Representative. She holds the Series 6, 7, 63, 66, and SIE licenses. Kimberly has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Kimberly provides financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
03/23/2022 - Present
Empower Advisory Group, LLC (Carmel NY)
NY
04/06/2021 - 03/08/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Carmel NY)
NY
05/25/2017 - 09/04/2020
THRIVENT INVESTMENT MANAGEMENT INC. (WESTBURY NY)
NY
02/21/2006 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
08/09/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
05/11/2001 - 09/09/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2001
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 05/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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