Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lynn Davis is a registered representative with Raymond James & Associates, Inc. located in SOUTHFIELD, MI. Kimberly has been in the securities industry since October 7, 1996 and has been with Raymond James & Associates, Inc. since June 16, 1998. Kimberly has a Series 7, Series 63 and Series 99TO. Kimberly has been registered in Michigan since September 25, 1999. Prior to working for Raymond James & Associates, Inc., Kimberly worked for RONEY & CO. L.L.C. in Detroit, MI from October 8, 1996 to May 11, 1998 and RONEY & CO. in Detroit, MI from May 11, 1998 to September 25, 1999.
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.
Please see note in schedule d - miscellaneous
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
MI
06/16/1998 - Present
Raymond James & Associates, Inc. (SOUTHFIELD MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/08/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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