Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Koydemir is a financial advisor with Stifel, Nicolaus & Company, Inc. Kimberly has been in the financial industry since 1983 and has a wide range of experience in providing investment advice and services. Kimberly has been registered with the Securities and Exchange Commission (SEC) since 2008. Kimberly is registered in the state of Texas.
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.
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.
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2
TX
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (HOUSTON TX)
TX
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
03/12/2001 - 09/22/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
NY
07/11/1990 - 03/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/20/1989 - 07/17/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/22/1987 - 03/20/1989
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/22/1987 - 03/20/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
05/09/1986 - 03/26/1987
BOOTH INVESTMENTS, INC.
NA
09/24/1984 - 05/16/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
09/21/1983 - 09/21/1984
J.C. BRADFORD & CO.
IA
Issued 02/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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