Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Edwards is a financial advisor at Edward Jones, a firm with over 22,000 employees and a focus on individual investors. Kimberly has over 19 years of experience in the financial services industry, holding registrations in over 20 states. She has expertise in investment management for individuals and businesses, financial planning, and pension consulting. Kimberly is committed to providing personalized financial advice tailored to the unique needs of her clients. She is dedicated to helping her clients achieve their financial goals, whether it's saving for retirement, funding college, or planning for the future.
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
CO
01/28/2021 - Present
Edward Jones (LITTLETON CO)
TX
08/02/2007 - 12/31/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/14/2004 - 12/15/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 09/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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