Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Garrett is a financial advisor with Edward Jones. Kimberly has been in the industry since 1986, and has experience working with clients in various sectors including individuals, families, and businesses. Kimberly holds several licenses and certifications including Series 7, Series 63, and Series 65, Kimberly also has a Series 24 and 26. Kimberly's previous experience includes roles with Capital Analysts, Incorporated, Securian Financial Services, Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and J.J.B. Hilliard, W.L. Lyons, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
11/27/2019 - Present
Edward Jones (JEFFERSONVILLE IN)
IN
01/23/2004 - 09/13/2010
CAPITAL ANALYSTS, INCORPORATED (NEW ALBANY IN)
MN
09/23/1998 - 01/23/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
10/07/1991 - 09/25/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/07/1991 - 09/25/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
KY
04/01/1986 - 06/20/1991
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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