Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jo Betz is an active financial advisor with Edward Jones in Marietta, Ohio. Kimberly has been in the financial services industry since December 2010. Kimberly holds a Series 7, Series 66 and SIE license, and she is registered in Florida, Georgia, Kentucky, Louisiana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Prior to joining Edward Jones in 2013, Kimberly was a registered representative with BB&T Investment Services. Kimberly works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, charitable organizations and partnerships, investment clubs, and limited liability companies.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
12/20/2018 - Present
Edward Jones (MARIETTA OH)
WV
08/13/2012 - 07/18/2013
BB&T INVESTMENT SERVICES, INC. (PARKERSBURG WV)
OH
12/17/2010 - 08/13/2012
EDWARD JONES (MARIETTA OH)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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