Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Deann Johnson is a financial advisor with Fidelity Personal And Workplace Advisors. Kimberly has been working in the financial industry since May 13, 2002. Kimberly has a wide range of experience and holds licenses and registrations in several states. Kimberly's current office is located in Boston, Massachusetts.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
05/30/2012 - 09/06/2012
EDWARD JONES (AURORA CO)
CO
02/09/2011 - 05/24/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
09/26/2005 - 05/21/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
TX
11/16/1999 - 01/25/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
10/01/1998 - 10/27/1998
YOUR DISCOUNT BROKER, INC. (BOCA RATON FL)
CA
11/10/1997 - 10/19/1998
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
MN
09/09/1997 - 10/31/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/1997 - 10/31/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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