Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Sue Jones has been in the financial services industry since 1995. Currently, Kimberly is a registered representative and investment advisor representative with SPC, a firm based in Ann Arbor, Michigan. Kimberly is licensed to provide securities and investment advisory services in the state of Michigan. Before working at SPC, Kimberly worked for Concorde Investment Services, LLC, Equitas America, LLC, H&R Block Financial Advisors, Inc., and Ascend Financial Services, Inc. Kimberly's experience includes providing financial planning, pension consulting, educational seminars, and portfolio management for individuals 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.
Consultation 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.
Seminar attendance fees
1
2
MI
04/10/2013 - Present
SPC (ANN ARBOR MI)
MI
11/23/2010 - 04/01/2013
CONCORDE INVESTMENT SERVICES, LLC (TROY MI)
MI
02/06/2006 - 09/20/2010
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
MI
09/30/1998 - 02/02/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
03/27/1998 - 09/18/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MI
10/11/1994 - 03/20/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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