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Kimberly Brunson Kirsopp

Park Avenue Securities LLC

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About Kimberly Brunson Kirsopp

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.

Firm Information

Kimberly Kirsopp is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Kirsopp’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Brunson Kirsopp.
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