Unclaimed
Kimberly Meyer is a securities professional with over a decade of experience in the financial industry. Kimberly has a strong background in operations and holds various licenses and certifications, including the Series 7, 24, 99, and 82. Kimberly is currently registered with M&T Securities, Inc., and has held previous roles at the same firm.
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
NY
03/31/2020 - Present
M&T Securities, Inc. (BUFFALO NY)
NY
11/09/2011 - 06/12/2018
M&T SECURITIES, INC. (BUFFALO NY)
BC
Issued 12/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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