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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 Key is a financial advisor with over 20 years of experience in the industry. She is currently registered with CWA Asset Management Group and CW Institutional, LLC in Florida. Kimberly has a broad range of experience and holds several licenses, including Series 7, 9, 10, 14, 24, 52, 53, and 66. She specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other businesses. Kimberly's primary focus is on portfolio management, financial planning, 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.
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.
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FL
02/25/2021 - Present
CWA Asset Management Group (NAPLES FL)
VA
02/16/2016 - 08/27/2020
KEEL POINT CAPITAL, LLC (Purcellville VA)
AL
01/16/2013 - 05/15/2015
MORGAN STANLEY (BIRMINGHAM AL)
AL
11/05/2009 - 09/15/2011
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
10/13/2005 - 09/15/2011
CUSO PARTNERS, LLC (BIRMINGHAM AL)
AL
06/14/2004 - 09/15/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
NJ
12/12/2001 - 07/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 14 - Compliance Officer Examination
BC
Issued 02/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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