Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Marshall is a financial professional with over 18 years of experience in the financial services industry. Kimberly is a registered representative with PFS Investments Inc. and holds Series 6, Series 63 and SIE licenses. Kimberly is also licensed in Maryland and Virginia. Kimberly focuses on portfolio management for individuals and has a strong track record of helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
12/06/2004 - Present
PFS Investments Inc. (WALDORF MD)
BC
Issued 04/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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