Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Smith is a registered representative and investment advisor representative. Kimberly is currently registered with Cary Street Partners in Greenville, South Carolina and is licensed in North Carolina, South Carolina, Texas and Virginia. Kimberly has been working in the financial industry since 2014 and previously held roles at Truist Investment Services, Inc., BB&T and Wells Fargo. Kimberly has a strong background in financial planning, portfolio management and pension consulting. Kimberly specializes in providing financial advice to individuals, families and businesses.
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.
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.
Revenue sharing with certain third parties
1
2
SC
12/05/2023 - Present
Cary Street Partners (Greenville SC)
SC
04/05/2022 - 04/26/2023
TRUIST INVESTMENT SERVICES, INC. (GREENVILLE SC)
BOTH
Issued 06/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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