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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 Slaveski is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Kimberly has been in the industry since 1994 and has a broad range of experience in the financial services industry. Kimberly holds the Series 6, 7, 26, 63 and SIE licenses. Kimberly holds both a Series 6 and Series 7 license, which qualifies Kimberly to sell a wide range of securities, including stocks, bonds, and mutual funds. Kimberly also has the Series 26 license, which allows Kimberly to supervise the sales of investment company products and variable contracts. Kimberly specializes in working with corporations, other businesses, individuals other than high-net-worth individuals, pension and profit sharing plans and charitable organizations. Kimberly has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and has a strong reputation for providing excellent client service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/20/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
10/01/1994 - 05/28/1999
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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