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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Marie Young is a financial advisor with Citigroup Global Markets Inc. Kimberly is a Series 7, 24, 63, 79TO and SIE licensed professional. Kimberly has been a registered representative in the financial services industry since 2007. Kimberly's experience spans across several leading financial institutions including BTMU Securities, Inc. and Oppenheimer & Co. Inc. Kimberly's primary focus is on helping individuals, families, and businesses reach their financial goals. Kimberly also provides investment advice to corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/16/2021 - Present
Citigroup Global Markets Inc. (PHILADELPHIA PA)
NY
02/24/2011 - 03/14/2016
BTMU SECURITIES, INC. (NEW YORK NY)
NY
01/14/2008 - 04/16/2010
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/07/2007 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 01/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/25/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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