Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly McPherson is a financial advisor in Glen Allen, VA. Kimberly has been in the financial services industry since 2004. Kimberly is currently registered with Raymond James Financial Services, Inc., and previously was registered with BB&T Investment Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and ING Financial Partners, Inc. Kimberly holds the Series 6, Series 63, and SIE securities licenses.
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.
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.
1
2
VA
05/23/2014 - Present
Raymond James Financial Services, Inc. (GLEN ALLEN VA)
VA
03/20/2008 - 05/02/2014
BB&T INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
05/10/2006 - 03/07/2008
METLIFE SECURITIES INC. (ROANOKE VA)
VA
05/10/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
VA
08/16/2004 - 05/04/2006
ING FINANCIAL PARTNERS, INC. (ROANOKE VA)
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly McPherson is the right advisor for you? Invested Better is here to help.
