Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Cardoni is a registered representative with J.p. Morgan Securities LLC. Kimberly has been in the securities industry since 2019 and holds Series 6, 63, 28, 99TO and SIE licenses. Kimberly has a history of working with clients in Pennsylvania and Delaware. Kimberly previously worked at BESTVEST INVESTMENTS, LTD. and currently works with clients at J.p. Morgan Securities LLC's office located at 4041 Ogletown Stanton Rd, Newark, DE.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
03/30/2023 - Present
J.p. Morgan Securities LLC (Newark DE)
PA
06/21/2019 - 03/02/2023
BESTVEST INVESTMENTS, LTD. (MEDIA PA)
BC
Issued 08/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Kimberly Cardoni is the right advisor for you? Invested Better is here to help.
