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Kimberly Landry is an experienced financial professional with over 30 years of experience in the industry. Kimberly is a registered representative with Benjamin F. Edwards & Company, Inc. Kimberly has a proven track record of providing personalized financial advice to individuals, families, and businesses. Kimberly specializes in financial planning, portfolio management, and retirement planning. Kimberly is dedicated to helping clients achieve their financial goals.
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.
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2
MO
04/26/2011 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 04/26/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
05/29/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/17/1993 - 05/12/1994
INBANK INVESTMENTS, INC. (ST. LOUIS MO)
MO
06/25/1986 - 05/11/1994
MGI INVESTMENTS, INC. (ST. LOUIS MO)
BC
Issued 07/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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