Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Marie Hamblen is a financial advisor at Raymond James & Associates, Inc. Kimberly has been in the financial services industry since 2001. Kimberly holds the Series 7, Series 52, and SIE licenses, and has a Series 63 license. Kimberly is registered with the state of Tennessee, along with 42 other states. Kimberly has previously been employed by MORGAN KEEGAN & COMPANY, INC.. Kimberly specializes in a variety of areas including investment advisory services, financial planning, pension consulting, and portfolio management. Kimberly is also a member of several professional organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
09/25/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
08/03/2001 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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