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 Sharp is a financial advisor who has been active in the financial services industry since June 3, 2006. Kimberly is currently registered with Young America Capital, LLC. Previously, Kimberly was registered with PFS Investments Inc., Wells Fargo Advisors, LLC, and Prudential Securities Incorporated. Kimberly holds the Series 63, Series 65, SIE and Series 7 licenses. Kimberly is registered to provide securities services in Florida, Mississippi and Pennsylvania.
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.
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.
1
2
NY
06/11/2024 - Present
Young America Capital, LLC (MAMARONECK NY)
MS
10/25/2019 - 01/13/2023
PFS INVESTMENTS INC. (RIDGELAND MS)
MS
07/01/2003 - 05/04/2016
WELLS FARGO ADVISORS, LLC (JACKSON MS)
NY
07/18/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Sharp is the right advisor for you? Invested Better is here to help.
