Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Irving Thompson is a financial advisor with over 10 years of experience in the financial services industry. Kimberly is currently registered with Morgan Stanley and holds several industry licenses and certifications. Kimberly has previously worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. In addition to her work as a financial advisor, Kimberly also owns and operates a stationery business called Marbled Mess Paper Goods LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
12/17/2015 - Present
Morgan Stanley (Chicago IL)
NY
10/01/2012 - 06/27/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
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
Not sure Kimberly Thompson is the right advisor for you? Invested Better is here to help.
