Unclaimed
Kimberly Brunson Kirsopp is a financial professional with over two decades of experience in the industry. Kimberly currently works as a registered representative at Park Avenue Securities LLC in New York. Previously, Kimberly has worked at several firms including Allstate Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Walnut Street Securities, Inc. Kimberly is a Series 6, Series 7, Series 26 and Series 99TO licensed professional. Kimberly specializes in various areas including investment company products, variable contracts, financial planning, and portfolio management for both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/21/2011 - Present
Park Avenue Securities LLC (NEW YORK NY)
LA
10/30/2008 - 02/14/2011
ALLSTATE FINANCIAL SERVICES, LLC (SHREVEPORT LA)
NY
07/19/2006 - 01/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
03/24/2004 - 05/04/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
03/03/2004 - 05/04/2006
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
03/23/1999 - 05/04/2006
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
03/23/1999 - 05/04/2006
METROPOLITAN LIFE INSURANCE COMPANY (SOMERSET NJ)
BC
Issued 04/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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