Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ritchie is a financial advisor at Raymond James & Associates, Inc., located in TALLAHASSEE, FL. Kimberly has been in the industry since 2001 and holds Series 7, 63, and SIE licenses. Kimberly has worked at a number of other firms in the past including MCNALLY FINANCIAL SERVICES CORPORATION, CAPITOL SECURITIES MANAGEMENT, INC., UNITED SECURITIES ALLIANCE, INC., and WESTERN INTERNATIONAL SECURITIES, INC. Kimberly is registered to provide investment advice in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/15/2018 - Present
Raymond James & Associates, Inc. (TALLAHASSEE FL)
FL
04/08/2010 - 02/13/2018
MCNALLY FINANCIAL SERVICES CORPORATION (TALLAHASSE FL)
FL
02/28/2007 - 04/09/2010
CAPITOL SECURITIES MANAGEMENT, INC. (TALLAHASSE FL)
FL
08/26/2005 - 02/28/2007
UNITED SECURITIES ALLIANCE, INC. (TALLAHASSEE FL)
CA
01/26/2001 - 09/16/2005
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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