Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Feck is a financial advisor with Morgan Stanley and has over 30 years of experience in the financial services industry. Kimberly has a strong track record of success in providing investment advice and financial planning services to a wide range of clients. Kimberly's expertise includes portfolio management, asset allocation, and retirement planning. Kimberly holds Series 6, 7, 63, and 65 licenses and is registered to provide investment advice in multiple states. Kimberly is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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
OH
06/01/2009 - Present
Morgan Stanley (Cincinnati OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CINCINNATI OH)
OH
07/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (CINCINNATI OH)
MO
07/01/2003 - 07/31/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/28/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
04/11/1989 - 10/30/1989
TITAN CAPITAL CORPORATION (IRVINE CA)
IA
Issued 01/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Feck is the right advisor for you? Invested Better is here to help.
