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 Perkins is a financial professional with Charles Schwab & CO., Inc.. Kimberly has been in the financial industry since October 20, 2023. Kimberly is licensed in all 50 states and the District of Columbia. Kimberly is a Series 7TO, Series 63 and SIE exam holder. Kimberly is a financial planning advisor and provides advice for both individuals and businesses. Kimberly is a Registered Representative and Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
10/20/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 11/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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