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 Templin is a financial advisor with UBS Financial Services Inc. Kimberly has been in the financial industry since 1986 and has been registered with UBS since 2009. Kimberly holds Series 63, Series 66 and Series 7 licenses and has experience working with a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Kimberly's previous experience includes working with Deutsche Bank Securities Inc. and Prudential Securities Incorporated. Kimberly is also a registered investment advisor in Georgia.
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.
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.
See schedule d - miscellaneous
1
2
GA
05/27/2009 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
10/28/2004 - 06/17/2009
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
TN
08/05/2004 - 11/16/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
02/08/2001 - 05/26/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/22/1985 - 02/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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