Kimberly Beth Neely
Professional Summary
Kimberly Beth Neely, who also goes by Kimberly Beth Myers, is a registered financial advisor currently at INX SECURITIES, LLC located in Holland, Pennsylvania and MC SQUARE CAPITAL, LLC located in Greenwich, Connecticut. Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1990. Kimberly has worked at 19 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kimberly Beth Myers
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
KEYSTONE GLOBAL | STAR AMERICA CAPITAL ADVISORS, LLC | KSG ADVISORS, LLC
Contact Information
Main Address
390 North Broadway 3rd Floor, Jericho, NY 11753Mailing Address
390 North Broadway 3rd Floor, Jericho, NY 11753Phone Number
(516) 882-1552Established
New York since 09/23/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1990About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kimberly Beth Neely's CRS (Customer Relationship Summary).
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