Unclaimed
Kimberly Martin is a financial advisor who is currently registered with National Financial Services LLC. Kimberly has been in the industry since 2021 and has passed the Series 7, Series 63, and SIE exams. Kimberly has previously worked at Fidelity Brokerage Services LLC in Westlake, Texas.
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.
1
2
TX
07/29/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
05/07/2021 - 06/27/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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