Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Zook is a financial advisor with over 25 years of experience in the industry. Kimberly is currently registered with T. Rowe Price Investment Services, Inc. and has previously held positions at VICTORY CAPITAL ADVISERS, INC. and ING FINANCIAL ADVISERS, LLC. Kimberly is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Kimberly has a strong background in investments and financial planning. Kimberly is dedicated to providing her clients with personalized financial advice and helping them achieve 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.
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.
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2
MD
01/27/2020 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
OH
01/24/2012 - 01/06/2020
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
CT
01/30/2007 - 01/09/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
05/14/1996 - 07/07/2006
ING FINANCIAL ADVISERS, LLC (PLEASANTON CA)
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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