Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Shepherd is a registered representative with Raymond James & Associates, Inc. and has been in the industry since 2018. Kimberly has experience working at both Arvest Wealth Management and State Farm VP Management Corp. Kimberly holds Series 7, Series 66, and Series 6TO licenses. Kimberly specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
AR
07/18/2024 - Present
Raymond James & Associates, Inc. (Pea Ridge AR)
IL
09/28/2023 - 06/25/2024
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
AR
09/08/2021 - 08/23/2023
ARVEST WEALTH MANAGEMENT (BENTONVILLE AR)
AR
04/17/2019 - 09/03/2021
RAYMOND JAMES & ASSOCIATES, INC. (Fayetteville AR)
AR
03/23/2018 - 04/24/2019
ARVEST WEALTH MANAGEMENT (FAYETTEVILLE AR)
BOTH
Issued 06/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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