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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Sue Jackson has been in the financial industry since 2009 and is currently registered with Morgan Stanley. Kimberly is registered in 41 states for broker-dealer activities and 2 states for investment advisory activities. Kimberly has passed the Series 66, 63, 7, 5, and SIE exams. Kimberly was previously employed by PROVIDENT SECURITIES & INVESTMENT COMPANY, KIDDER, PEABODY & CO. INCORPORATED, and ROBERT H. LESHNER & CO., INC. Kimberly specializes in a variety of areas, including investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
03/19/2020 - Present
Morgan Stanley (Cincinnati OH)
NA
03/08/1985 - 06/27/1988
PROVIDENT SECURITIES & INVESTMENT COMPANY
NA
09/26/1983 - 12/26/1984
KIDDER, PEABODY & CO. INCORPORATED
NA
05/24/1982 - 09/19/1983
ROBERT H. LESHNER & CO., INC.
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1983
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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