Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Robe is a financial advisor with over 10 years of experience in the financial services industry. Kimberly is currently registered with Fidelity Brokerage Services LLC. Kimberly's primary office is located in Westlake, Texas. Kimberly has Series 6, 7TO and Series 63 securities licenses and holds a SIE exam.
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
TX
07/30/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
MO
11/22/2005 - 07/16/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
BC
Issued 09/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kimberly Robe is the right advisor for you? Invested Better is here to help.
