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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rae Reynolds-mcfadden is a financial advisor with TD Private Client Wealth LLC. Kimberly Rae Reynolds-mcfadden has over 20 years of experience in the financial services industry. Kimberly Rae Reynolds-mcfadden is a Series 7, 24, 66, and SIE licensed professional. Kimberly Rae Reynolds-mcfadden specializes in financial planning, portfolio management, and retirement planning. Kimberly Rae Reynolds-mcfadden has previously held positions with Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Banc of America Investment Services, Inc., and Quick & Reilly, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
11/30/2023 - Present
TD Private Client Wealth LLC (Sarasota FL)
RI
01/21/2011 - 08/05/2011
WELLS FARGO ADVISORS, LLC (PROVIDENCE RI)
MA
06/01/2009 - 04/12/2010
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
06/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
RI
10/20/2004 - 08/28/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
05/15/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 06/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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