Unclaimed
Kimberly Eberly is a financial advisor with over 16 years of experience in the financial services industry. Kimberly is currently registered with G. A. Repple & Co. Kimberly has held previous positions with LPL Financial LLC, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Sammons Securities Company, LLC, and Sigma Financial Corporation. Kimberly holds the Series 63, Series 53, Series 24, Series 52TO, SIE, and Series 7 licenses. Kimberly's areas of specialization include Fixed Income, Mutual Funds, Options, Annuities, and Retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Third party asset management, services
1
2
FL
01/10/2023 - Present
G. A. Repple & Co. (CASSELBERRY FL)
GA
11/19/2019 - 06/06/2022
LPL FINANCIAL LLC (GAINESVILLE GA)
FL
04/11/2019 - 11/04/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/17/2013 - 11/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/22/2013 - 04/25/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
12/08/2006 - 04/08/2013
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
MI
06/13/2006 - 04/08/2013
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BC
Issued 03/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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