Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Woody is a registered investment advisor representative in Georgia and has been in the industry since February 1997. Kimberly is currently employed with Globalt Investments and is affiliated with the firm’s Atlanta, GA branch office. Kimberly Woody specializes in providing investment advice to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Kimberly has passed the Uniform Investment Adviser Law Examination (Series 65) in May 2013.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Model portfolio provider
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.
Percent of model portfolio fee
1
2
GA
11/20/2023 - Present
Globalt Investments (ATLANTA GA)
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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