Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Myers is a financial advisor with over 10 years of experience in the financial services industry. Kimberly has held various roles at several firms, including Edward Jones, Merrill Lynch, and Wells Fargo Advisors. Currently, Kimberly is a Registered Representative at Lincoln Investment and Capital Analysts. Kimberly provides a variety of financial services to her clients, including financial planning, portfolio management, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
11/05/2021 - Present
Lincoln Investment (Phoenix AZ)
AZ
01/15/2021 - 03/10/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
08/28/2020 - 01/19/2021
CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)
AZ
04/30/2019 - 07/31/2020
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
04/25/2018 - 04/22/2019
LINCOLN INVESTMENT (Phoenix AZ)
AZ
01/03/2017 - 10/20/2017
LINCOLN INVESTMENT (Phoenix AZ)
AZ
10/28/2016 - 01/03/2017
LEGEND EQUITIES CORPORATION (Phoenix AZ)
AZ
07/30/2015 - 12/17/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (TEMPE AZ)
AZ
03/17/2015 - 07/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
MO
09/26/2014 - 12/10/2014
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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