Unclaimed
Kimberly Vestal is a financial advisor with Raymond James Financial Services, Inc. Kimberly has over 20 years of experience in the financial industry. Kimberly has a Series 7, Series 63, and SIE license and is registered in 13 states. She is currently located in Abilene, TX. Kimberly has experience working with various firms, including WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., RBC DAIN RAUSCHER INC., and FIRST ALLIED SECURITIES, INC.
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.
1
2
TX
04/30/2020 - Present
Raymond James Financial Services, Inc. (Abilene TX)
TX
01/01/2008 - 05/04/2020
WELLS FARGO CLEARING SERVICES, LLC (ABILENE TX)
TX
01/10/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABILENE TX)
NY
11/25/2002 - 12/16/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
06/21/2000 - 04/12/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
12/15/1994 - 02/10/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/16/1994 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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