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Kimberly Jones Cahill

Fidelity Brokerage Services LLC

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About Kimberly Jones Cahill

Kimberly Cahill is a financial professional with over 20 years of experience in the financial industry. Kimberly is currently registered with Fidelity Brokerage Services LLC, where she has been employed since 2014. Kimberly's professional experience includes both broker-dealer and investment advisor roles. Kimberly is licensed to provide investment advice in all states.

Firm Information

Kimberly Cahill is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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 Cahill’s Registration & Firm History

TX

04/28/2014 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

CA

02/26/2002 - 03/07/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 5 public disclosures for Kimberly Jones Cahill. Review regulatory record here.
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