Unclaimed
Kimberly Scouller is a registered representative of Transamerica Financial Advisors, Inc. and has been in the securities industry since April 7, 1997. Kimberly has passed the Series 6, 7, 24, 26, 63 and 66 exams and is registered to provide securities and investment advisory services in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Puerto Rico, Tennessee, Texas, and the District of Columbia. Kimberly has worked for several firms during her career, including World Group Securities, Inc. and InterSecurities, Inc. Kimberly also holds a legal degree and serves as an attorney for various entities in Georgia, as well as providing financial literacy services through HOW MONEY WORKS, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/24/2021 - Present
Transamerica Financial Advisors, Inc. (Alpharetta GA)
GA
10/11/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (JOHNS CREEK GA)
GA
01/23/2002 - 08/16/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
07/14/1998 - 07/09/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
01/04/1996 - 06/03/1998
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
BOTH
Issued 10/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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