Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Bryant is a financial professional with over 20 years of experience in the industry. Kimberly is registered with LPL Enterprise, LLC. She is licensed to provide financial services in North Carolina and South Carolina. Kimberly has a wide range of experience, including providing financial planning and portfolio management for individuals and businesses. Kimberly has previously worked with Edward Jones, LPL Financial LLC, UVEST Financial Services Group, Inc., and Wachovia Securities, Inc. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NC
11/14/2024 - Present
LPL Enterprise, LLC (CHARLOTTE NC)
SC
08/16/2022 - 07/08/2024
EDWARD JONES (FORT MILL SC)
SC
04/25/2012 - 06/11/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/26/2000 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
04/09/1999 - 09/20/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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