Unclaimed
Kimberly Davis is a financial advisor with Vanguard Marketing Corp. Kimberly has over 20 years of experience in the financial services industry. Kimberly is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 63 licenses. Kimberly is also a registered representative in 53 states. Kimberly has a strong track record of providing financial advice to individuals and families.
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.
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NC
01/09/2001 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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