Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Blanchard is a financial advisor with over 25 years of experience in the industry. Kimberly is registered with Davenport & Co. LLC, where she is a Registered Representative, and is currently registered in Virginia. Kimberly has also worked at Mutual Service Corporation and Forth Financial Securities, Corporation. Kimberly is a Series 7, Series 6, Series 63 and Series 65 licensed professional.
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.
Strategic management for diversified investment portfolios.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/09/2000 - Present
Davenport & Co. LLC (RICHMOND VA)
MA
07/14/1993 - 08/14/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
VA
08/24/1992 - 05/28/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 05/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Blanchard is the right advisor for you? Invested Better is here to help.
