Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimmie? Claim Your ProfileKimmie Menor is a financial advisor with Northwestern Mutual Investment Services, LLC. Kimmie is a registered representative with FINRA and is licensed in 25 states. Kimmie has been in the financial services industry since March 25, 1992. Kimmie has worked with several firms, including J.P. Morgan Securities LLC, Hancock Whitney Investment Services Inc., Edward Jones, National Financial Services LLC, UBS Financial Services Inc., D.A. Davidson & Co., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Blinder, Robinson & Co., Inc.. Kimmie Menor is a member of the Series 7, Series 24, Series 53, Series 63, and Series 66. Kimmie's firm, Northwestern Mutual Investment Services, LLC, provides a variety of advisory services, including investment research, referrals to other advisors and other services.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
02/28/2024 - Present
Northwestern Mutual Investment Services, LLC (TALLAHASSEE FL)
FL
08/27/2019 - 02/03/2024
J.P. MORGAN SECURITIES LLC (Tallahassee FL)
FL
08/30/2016 - 09/23/2019
HANCOCK WHITNEY INVESTMENT SERVICES INC. (PANAMA CITY FL)
FL
01/05/2015 - 08/26/2016
EDWARD JONES (Tallahassee FL)
IL
01/11/2013 - 04/02/2014
NATIONAL FINANCIAL SERVICES LLC (CHICAGO IL)
NJ
11/15/2010 - 06/26/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
07/15/2008 - 07/09/2009
D.A. DAVIDSON & CO. (CHICAGO IL)
NY
06/14/1996 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/22/1990 - 05/28/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/20/1988 - 10/25/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 1/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/5/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 6/8/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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