Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kris Poetzscher is a registered representative of Stifel, Nicolaus & Company, Inc. and has been in the industry since June 21, 2011. Kimberly is licensed to provide investment advice in the state of North Carolina. Kimberly is licensed to provide investment advice in multiple states throughout the United States, as well as in Texas for investment advisory services. Kimberly has passed several industry exams, including the Series 66, Series 7, and SIE. Kimberly has a strong track record of providing financial advice to individuals, businesses, and institutions. Stifel, Nicolaus & Company, Inc. is a leading financial services firm with a long history of providing investment advice and other financial services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/21/2020 - Present
Stifel, Nicolaus & Company, Inc. (WILMINGTON NC)
BOTH
Issued 09/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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