Unclaimed
Kimberly Ginsberg is an investment advisor representative with Eaton Vance Management. Kimberly has been in the industry since November 2017 and is registered in Massachusetts and Illinois. Kimberly is a registered representative and investment adviser representative and has passed the Series 7, Series 66, and SIE exams. Kimberly works with a wide range of clients including other investment advisors, insurance companies, and investment companies. Kimberly's primary business is portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
05/14/2018 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 04/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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