Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Boyd Tucker is a financial advisor with Raymond James Financial Services Advisors, Inc. Kimberly has been in the industry for over 25 years and is registered in 24 states and the District of Columbia. Kimberly specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Kimberly is committed to helping clients achieve their financial goals. Kimberly is a dedicated professional with a passion for helping clients 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
05/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Issaquah WA)
WA
07/14/2021 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
WA
03/26/2020 - 07/01/2021
MORGAN STANLEY (BELLEVUE WA)
WA
07/01/2003 - 12/24/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
NY
02/16/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/08/1997 - 02/23/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
12/12/1996 - 08/12/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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