Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jordan is a financial advisor with over 25 years of experience in the financial services industry. Kimberly is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in Indiana, Kentucky, and Texas. Prior to joining Raymond James, Kimberly was a Financial Advisor at First Kentucky Securities Corporation and PNC Investments. Kimberly is committed to providing personalized financial advice and helping her clients reach their financial goals. Kimberly also serves as a Director of Investment Services at Stock Yards Bank and Trust, and is a Vice President at Stock Yards Investment Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (LOUISVILLE KY)
KY
02/22/2010 - 06/26/2012
FIRST KENTUCKY SECURITIES CORPORATION (LOUISVILLE KY)
KY
11/13/2009 - 02/22/2010
PNC INVESTMENTS (LOUISVILLE KY)
KY
04/05/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
KY
03/07/2003 - 04/19/2007
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
OH
11/06/1997 - 03/12/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MN
07/11/1997 - 08/27/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/1997 - 08/27/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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