Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Shay Williams is a financial advisor with over 20 years of experience in the industry. She has been registered as a broker-dealer and investment advisor representative with Ameriprise Financial Services, LLC since January 2023. Previously, Kimberly has held positions with MML Investors Services, LLC, State Farm VP Management Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kimberly specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, trusts and estates, corporations, and charitable organizations. She holds the Series 66, Series 7, and SIE licenses. Kimberly is a dedicated professional who is committed to helping her 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.
Asset allocation services
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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2
TX
02/01/2023 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
02/06/2017 - 02/07/2023
MML INVESTORS SERVICES, LLC (Austin TX)
TX
07/16/2002 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
MN
10/25/2000 - 04/09/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/2000 - 04/09/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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