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 Tuzzolino is a financial advisor with Raymond James & Associates, Inc., a firm that manages between $1 billion and $10 billion in assets. Kimberly has been in the financial industry since July 17, 2000, and her current registrations include a Series 66 (Uniform Combined State Law Examination), a Series 63 (Uniform Securities Agent State Law Examination), and a Series 7 (General Securities Representative Examination). Kimberly has worked for a variety of firms in the past, including Wells Fargo Clearing Services, LLC, and A. G. Edwards & Sons, Inc. Kimberly provides advisory services to individuals, businesses, and investment companies. She is also a licensed agent in Florida and Illinois.
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.
Please see note in schedule d - miscellaneous
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
FL
06/21/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
01/01/2008 - 06/21/2019
WELLS FARGO CLEARING SERVICES, LLC (ELGIN IL)
IL
07/18/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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