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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Nute-jones is an Investment Advisor Representative with Morgan Stanley, where she has been since 2013. Kimberly has over 28 years of experience in the financial services industry. She is registered to provide investment advisory services in 53 states and the District of Columbia. Kimberly holds a Series 7, Series 6, Series 63, and Series 66 license. She is also a registered Representative in Texas and Illinois. Kimberly is committed to providing her clients with personalized financial advice and guidance. She specializes in portfolio management, financial planning, and retirement planning. Kimberly is also involved in her community and is a Board Member for the National Coalition of 100 Black Women Chicago Metropolitan Chapter.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/15/2022 - Present
Morgan Stanley (Orland Park IL)
IL
04/20/2021 - 03/18/2022
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IL
01/02/2013 - 04/14/2021
MORGAN STANLEY (OAK BROOK IL)
IL
07/12/2010 - 12/03/2012
H.D. VEST INVESTMENT SERVICES (OLYMPIA FIELDS IL)
KS
11/01/1996 - 12/31/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
10/17/1995 - 10/08/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
KS
06/10/1991 - 11/01/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1991
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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