Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Sylvia is a financial advisor with Benjamin F. Edwards & Company, Inc. in Gulfport, MS. Kimberly has been in the industry since 1998. Kimberly has a wide range of experience in financial planning, portfolio management, and investment services. Kimberly is registered with the Securities and Exchange Commission and holds the Series 7 and Series 63 licenses, as well as the SIE Exam. Kimberly is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MS
02/12/2016 - Present
Benjamin F. Edwards & Company, Inc. (Gulfport MS)
MS
01/01/2008 - 02/17/2016
WELLS FARGO ADVISORS, LLC (GULFPORT MS)
MS
10/26/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GULFPORT MS)
NJ
08/14/2000 - 04/06/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/23/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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