Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Southmayd is a registered Investment Advisor Representative at Haverford Financial Services, Inc. Kimberly is registered in Pennsylvania and has been in the industry since June of 2006. Kimberly has experience in portfolio management for individuals, businesses, and investment companies. Kimberly is also a Series 65 Registered Representative. Kimberly is affiliated with Haverford Trust Securities, Inc., The Haverford Trust Company, and Haverford Financial Services, Inc.. Kimberly is affiliated with Haverford Financial Services, Inc. since July of 2012. Kimberly has a total of 346,895,270 in regulatory assets under management, and her total number of clients is 30.
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.
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.
Hfs may provide model portfolios to third parties
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.
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PA
10/20/2014 - Present
Haverford Financial Services, Inc. (RADNOR PA)
IA
Issued 10/19/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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