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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Crook is a financial advisor with Morgan Stanley. Kimberly has been in the financial industry since 2022 and is registered to provide investment advice in 53 states. Kimberly holds the Series 7TO and SIE exams. Kimberly has prior experience with E*TRADE SECURITIES LLC. Kimberly is active in the broker-dealer and investment advisor industry, and specializes in a variety of investment strategies, including asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
09/12/2023 - Present
Morgan Stanley (Wayzata MN)
GA
05/01/2023 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 07/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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