Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Evans is a financial advisor with over 25 years of experience in the industry. Currently, Kimberly is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Kimberly works with individuals, families, and businesses to develop personalized financial plans. Kimberly has earned the Certified Financial Planner designation and holds several licenses, including Series 7, 63, 65, 9, and 10. Kimberly is also a registered representative in several states, including Georgia, Texas, Florida, North Carolina, South Carolina, Michigan, Alabama, Nebraska, and South Dakota. Kimberly's previous experience includes roles at Wells Fargo Clearing Services, LLC, Wachovia Securities, Inc., and Wachovia Brokerage Service. Kimberly's focus is on helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
08/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
06/15/2002 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/07/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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