Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mankin is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Murfreesboro, TN. Kimberly has over 20 years of experience in the financial services industry, with previous roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly is registered to provide investment advice in Tennessee.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
06/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
TN
10/26/2022 - 06/14/2024
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
01/31/2019 - 01/21/2022
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
09/24/2018 - 01/22/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MURFREESBORO TN)
TN
12/16/2014 - 08/27/2018
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
04/16/2014 - 11/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
TN
04/09/2013 - 04/16/2014
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
01/06/2011 - 02/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MURFREESBORO TN)
TN
02/19/2009 - 12/22/2010
J.J.B HILLIARD, W.L. LYONS, LLC (MURFREESBORO TN)
TN
03/28/2006 - 11/24/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MURFREESBORO TN)
SC
11/28/2000 - 03/23/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/21/2000 - 11/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Mankin is the right advisor for you? Invested Better is here to help.
