Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Burns is a Registered Representative and Investment Advisor Representative who has been in the industry since July 12, 2003. Kimberly is currently registered with J.p. Morgan Securities LLC. Kimberly was previously registered with J.P. MORGAN SECURITIES INC. and Securities America, Inc.. Kimberly has passed exams in the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Non-Member General Securities Examination (Series 2), Registered Options Principal Examination (Series 4), General Securities Sales Supervisor - Options Module Examination (Series 9), General Securities Sales Supervisor - General Module Examination (Series 10), General Securities Principal Examination (Series 24), Uniform Securities Agent State Law Examination (Series 63), and Uniform Combined State Law Examination (Series 66).
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
10/01/2008 - Present
J.p. Morgan Securities LLC (Boston MA)
TX
10/30/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (FORT WORTH TX)
NE
07/20/2004 - 10/21/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
IL
10/01/2003 - 04/02/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/02/2001 - 07/16/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2011
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1988
Series 2 - Non-Member General Securities Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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