Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Perry is a financial advisor with Stifel, Nicolaus & Company, Inc., located in St. Louis, Missouri. Kimberly has been in the financial industry for over 18 years, and has a strong track record of helping clients achieve their financial goals. Kimberly has Series 7 and Series 66 securities licenses and is registered as a broker-dealer and investment adviser representative in Missouri. Kimberly has also passed the SIE Exam. Kimberly is committed to providing her clients with personalized financial advice and guidance. She specializes in working with individuals, families, and businesses. Kimberly is dedicated to helping her clients make informed financial decisions, and believes that building strong relationships with clients is essential to providing the best possible service.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/23/2017 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
09/30/2005 - 05/03/2017
EDWARD JONES (ST. LOUIS MO)
TN
06/28/1999 - 08/29/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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