Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ferguson is a registered representative with U.S. Bancorp Investments, Inc. in Minneapolis, Minnesota. Kimberly has been in the securities industry since 2002 and has a broad range of experience. Kimberly holds a variety of licenses and certifications, including Series 7, Series 24, Series 53, Series 63, Series 55, SIE, Series 57TO, and Series 79TO. Kimberly specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
03/30/2004 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
NY
01/02/2003 - 03/26/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
02/28/2002 - 01/02/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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