Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Nelson-velasquez is a registered investment advisor with over 18 years of experience in the financial services industry. Kimberly currently works at Janney Montgomery Scott LLC in Columbus (Grandview), OH. Previously, Kimberly worked at Wells Fargo Clearing Services, LLC and Chase Investment Services Corp.. Kimberly is licensed to provide investment advice in Ohio and holds Series 6 and SIE licenses.
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.
Fee plus commission
1
2
OH
03/01/2018 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
11/03/2009 - 03/05/2018
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS OH)
OH
07/06/2005 - 01/14/2008
CHASE INVESTMENT SERVICES CORP. (HILLIARD OH)
IL
09/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
05/23/2003 - 09/19/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
11/10/1998 - 01/29/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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