Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Fitzgerald is a financial advisor with Daymark Wealth Partners, LLC. Kimberly has been in the industry since 2001 and has a Series 7, Series 63, and Series 65 license. Kimberly is a registered Investment Advisor in Ohio and Texas. Kimberly has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Kimberly is passionate about helping her clients achieve their financial goals.
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.
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.
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OH
05/05/2023 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
07/01/2003 - 05/15/2023
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
NY
10/10/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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