Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jacqueline Trefz is an investment advisor who is currently registered with AQR Investments, LLC. Kimberly has been in the industry since September 28, 2016 and holds Series 3, SIE, and Series 7 licenses. Kimberly was previously registered with RBC Capital Markets, 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.
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.
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2
CT
02/12/2019 - Present
AQR Investments, LLC (GREENWICH CT)
NY
09/02/2016 - 01/15/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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