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Kimberly Joelle Haris

Franklin Distributors, LLC

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About Kimberly Joelle Haris

Kimberly Joelle Haris is a financial advisor with over 20 years of experience in the industry. She has worked with several firms including Putnam Retail Management Limited Partnership, Templeton/Franklin Investment Services, Inc., Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc. and Principal Funds Distributor, Inc. Kimberly is currently registered with Franklin Distributors, LLC. She holds FINRA Series 6, 7, 24, 63, and SIE licenses, and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Kimberly Haris is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kimberly Haris’s Registration & Firm History

CT

02/19/2021 - Present

Franklin Distributors, LLC (STAMFORD CT)

MA

01/03/2024 - 08/06/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

CA

03/15/2021 - 07/07/2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (Rancho Cordova CA)

CA

02/19/2021 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)

CA

01/28/2008 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

CA

10/06/2002 - 07/23/2007

PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)

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Licenses & Designations

BC

Issued 06/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Joelle Haris.
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