Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Willie is a registered investment advisor representative with Alliancebernstein LP in Nashville, Tennessee. Kimberly has been in the industry since 2010. Before joining Alliancebernstein, Kimberly was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and VALIC Financial Advisors, Inc. Kimberly has passed the Series 7, Series 66, and SIE exams. Kimberly specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Kimberly's firm, Alliancebernstein LP, has over 19 clients and more than $50 billion in assets under management.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
02/15/2019 - Present
Alliancebernstein LP (Nashville TN)
TN
07/07/2014 - 01/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
TN
06/23/2010 - 06/12/2014
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
BOTH
Issued 12/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Willie is the right advisor for you? Invested Better is here to help.
