Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Donovan is a financial professional with over 20 years of experience in the industry. Kimberly currently works at Fifth Third Securities, Inc., where is a licensed and registered representative. Kimberly has previously worked at H2C Securities Inc. and Podesta & Co. Kimberly is a Series 7, 24, 28, 50, 52, 53, 54, 63, 66, 79, 99, and SIE licensed professional and holds licenses in Illinois and Ohio. Kimberly provides financial advice to a wide range of clients, including high-net-worth individuals, individuals, corporations, trusts, estates, and non-profits. Kimberly's primary focus is on providing investment advice, portfolio management, and financial planning.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/08/2024 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IL
06/17/2021 - 05/31/2024
H2C SECURITIES INC. (CHICAGO IL)
IL
10/18/2002 - 06/07/2021
PODESTA & CO. (CHICAGO IL)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/9/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 6/14/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 11/22/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/14/2016
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 2/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 2/8/2024
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 4/26/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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