Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Naudia Persaud is a financial professional with over 6 years of experience in the industry. Kimberly is currently registered with Equitable Advisors, LLC and has been associated with them since October 2020. Previously, Kimberly worked with MML Investors Services, LLC, PRUCO Securities, LLC., and NYLIFE Securities LLC. Kimberly has a Series 6, Series 63, and SIE license and is registered to conduct business in New York. Kimberly specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/23/2020 - Present
Equitable Advisors, LLC (JAMAICA NY)
NY
04/17/2019 - 10/28/2020
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
10/25/2017 - 04/09/2019
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
NY
09/19/2016 - 10/04/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 11/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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