Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Duvernay is a financial advisor who has been in the industry since 2017. Kimberly is currently registered with Edward Jones, which has a main office located in St. Louis, MO. Kimberly is licensed to provide financial advice in 17 states, including Michigan, Arizona, Connecticut, Florida, Illinois, Maryland, Minnesota, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, and Wisconsin. She has passed the Series 66, Series 7TO, and SIE exams. Kimberly has a history of working with clients who are high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, partnerships, investment clubs and limited liability companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
MI
05/17/2024 - Present
Edward Jones (Algonac MI)
BOTH
Issued 05/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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