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 Nelson is a financial advisor who works with individuals and families, with a focus on high-net-worth individuals and families, and also serves corporations and businesses. Kimberly is a Registered Representative of Private Client Services, LLC and has been in the industry since 2012. Kimberly has passed the Series 99 (Operations Professional Examination) and the Securities Industry Essentials (SIE) Examination.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
07/21/2017 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
04/30/2012 - 06/20/2017
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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