Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Corrente is a financial advisor with Concurrent Investment Advisors, LLC. Kimberly has been in the financial services industry since 2001. Kimberly has experience working at several financial institutions, including Morgan Stanley, Raymond James Financial Services, and Hagerty, Stewart & Associates, Inc. Kimberly holds multiple licenses, including Series 3, 7, 9, 10, 63, and 65. Kimberly specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
1
2
FL
04/11/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CA
02/11/2022 - 04/24/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/01/2009 - 02/17/2021
MORGAN STANLEY (FRESNO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
11/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FRESNO CA)
CA
08/02/2001 - 10/20/2006
THE SEIDLER COMPANIES INCORPORATED (FRESNO CA)
CA
08/14/2001 - 03/14/2002
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
NY
06/15/1999 - 09/22/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Kimberly Corrente is the right advisor for you? Invested Better is here to help.
