Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rose Brown is a financial advisor with over 13 years of experience in the financial services industry. She has a wide range of experience, having worked for firms like J.P. Morgan Securities LLC, SunTrust Investment Services, Inc., and FIG Partners, LLC. Kimberly is currently registered as a Registered Representative with Janney Montgomery Scott LLC. Kimberly offers a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/07/2022 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
GA
02/02/2016 - 11/25/2019
FIG PARTNERS, LLC (ATLANTA GA)
NY
02/24/2014 - 02/03/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
GA
03/08/2011 - 02/11/2014
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/13/2009 - 03/04/2011
TRIAD ADVISORS, INC. (ALPHARETTA GA)
GA
12/23/2008 - 05/11/2009
LPL FINANCIAL CORPORATION (ALPHARETTA GA)
IA
Issued 01/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2016
Series 4 - Registered Options Principal Examination
BC
Issued 03/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2008
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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