Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Taber is a financial advisor with Morgan Stanley. Kimberly has been in the industry since 1996 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Kimberly has a strong track record of success and is committed to providing her clients with personalized financial advice.
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
CA
02/12/2021 - Present
Morgan Stanley (San Francisco CA)
CA
04/05/2011 - 01/21/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
NC
10/07/2003 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
07/17/2000 - 03/14/2003
MAM SECURITIES, LLC (SAN FRANCISCO CA)
MA
05/20/1994 - 07/05/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 09/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
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
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