Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Taryn Smith is a registered representative with Edward Jones. She has been in the securities industry since December 16, 1987. Kimberly holds the Series 63, 53, SIE and Series 7 licenses. Kimberly has been with Edward Jones since April 1998. Kimberly is registered to provide investment advice in 27 states and territories including Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Maine, Michigan, Missouri, Montana, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
03/10/2019 - Present
Edward Jones (ISSAQUAH WA)
WA
10/14/1998 - 02/12/2008
EDWARD JONES (ISSAQUAH WA)
NJ
07/25/1997 - 04/16/1998
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NJ
09/18/1985 - 08/07/1995
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NA
01/23/1985 - 06/04/1985
HAMMOND, PETERS & SMITH, INC.
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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