Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Morton is a financial professional with over 20 years of experience in the industry. Kimberly holds the Series 6, 7 and 63 licenses, as well as the SIE exam. Kimberly has worked with Fidelity Brokerage Services LLC since July 2, 2024, and previously with TIAA-CREF Individual & Institutional Services, LLC, and Security Distributors, Inc. Kimberly is currently registered with FINRA as a registered representative.
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.
1
2
KS
07/02/2024 - Present
Fidelity Brokerage Services LLC (OVERLAND PARK KS)
KS
08/31/2017 - 10/04/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)
KS
07/24/2007 - 01/11/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)
KS
03/02/1999 - 06/07/2004
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
KS
09/09/1997 - 07/24/1998
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BC
Issued 07/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kimberly Morton is the right advisor for you? Invested Better is here to help.
