Unclaimed
Kimberly Marie Davis is a financial professional with experience in the investment industry. Kimberly is registered with Clarendon Insurance Agency, Inc., a firm that is registered with FINRA and has a branch office in Waltham, MA. Kimberly holds the Series 6TO and SIE licenses.
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.
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.
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MA
10/16/2020 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
BC
Issued 10/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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