Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Nicole Mongeon is a financial advisor with ADP Broker-Dealer, Inc. Kimberly holds a Series 63 license. Kimberly obtained her Series 6TO and Series 26 licenses in 2019 and 2021 respectively. Kimberly's primary office is located in Florham Park, NJ and is registered with FINRA and all 50 states.
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.
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2
NJ
08/08/2019 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
BC
Issued 08/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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