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 Snyder is an investment advisor representative registered with Raymond James & Associates, Inc. Kimberly has been in the industry since 1996 and has experience with a wide range of firms including BB&T Securities, LLC, SunTrust Investment Services, Inc., and Truist Investment Services, Inc. Kimberly holds several licenses including Series 7, Series 63, Series 24, and Series 26. Kimberly is currently registered with the state of Florida and has previously been registered in several other states, including New York, Georgia, and South Carolina. Kimberly specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/16/2021 - Present
Raymond James & Associates, Inc. (LAKEWOOD RANCH FL)
FL
02/17/2021 - 07/02/2021
TRUIST INVESTMENT SERVICES, INC. (SARASOTA FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/20/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
01/11/2008 - 01/21/2010
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
07/19/2007 - 09/27/2007
GUNNALLEN FINANCIAL, INC (SARASOTA FL)
FL
02/22/2007 - 07/20/2007
BROOKSTREET SECURITIES CORPORATION (SARASOTA FL)
FL
10/07/2004 - 12/31/2006
AMSOUTH INVESTMENT SERVICES, INC. (SARASOTA FL)
AL
06/11/2003 - 10/04/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MA
02/05/2001 - 02/19/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
OH
02/22/1999 - 01/31/2001
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NC
10/31/1995 - 12/23/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/07/1994 - 10/16/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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