Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Benefield has been in the financial industry since 1993. Kimberly is a registered representative with Robert W. Baird & Co. Inc. Kimberly has a strong background in providing investment advice to individuals and businesses. She has held previous roles with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ohio Savings Securities, Inc., Luken Investment Group, Inc., First Union Securities, Inc., First Union Capital Markets Corp., IBAA Securities Corporation, Vining-Sparks IBG, Limited Partnership, Paine Webber Incorporated, and J.C. Bradford & Co. Kimberly is dedicated to helping clients achieve their financial goals and providing them with personalized investment advice.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
09/02/2021 - Present
Robert W. Baird & Co. Inc. (Columbia TN)
TN
07/08/2011 - 09/17/2021
MORGAN STANLEY (Nashville TN)
OH
05/23/2007 - 06/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
12/02/2004 - 07/29/2005
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
TN
03/19/2002 - 12/05/2003
LUKEN INVESTMENT GROUP, INC. (NASHVILLE TN)
MO
10/01/1999 - 10/02/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/26/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
TN
07/10/1996 - 06/23/1998
IBAA SECURITIES CORPORATION (MEMPHIS TN)
TN
06/11/1996 - 06/23/1998
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
NJ
01/05/1995 - 06/24/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/25/1991 - 12/05/1994
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/21/1989 - 05/24/1990
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
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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