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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Brady is a financial advisor with Morgan Stanley in Little Rock, AR. Kimberly has over 12 years of experience in the financial services industry. Kimberly has a Series 7 and Series 63 license and is also a Registered Representative with FINRA. Kimberly has worked for several other firms, including Stifel, Nicolaus & Company, Incorporated and Citigroup Global Markets Inc.. Kimberly specializes in a variety of services, including financial planning, asset allocation advice, and portfolio management. Kimberly is committed to helping clients 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AR
05/03/2021 - Present
Morgan Stanley (Little Rock AR)
AR
07/19/2019 - 04/12/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HOT SPRINGS AR)
AR
06/01/2009 - 07/23/2019
MORGAN STANLEY (LITTLE ROCK AR)
AR
02/19/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOT SPRINGS AR)
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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