Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly M. Silvestri is a financial professional with over 15 years of experience in the industry. Kimberly is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Kimberly has held previous positions at Credit Suisse Securities (USA) LLC and Bill Few Securities, Inc. Kimberly is a Series 7 and Series 66 licensed professional. Kimberly specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Kimberly is a Director of Investment Operations for Berman McAleer LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (TIMONIUM MD)
MD
03/20/2008 - 08/01/2008
CREDIT SUISSE SECURITIES (USA) LLC (BALTIMORE MD)
PA
06/05/2006 - 03/10/2008
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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