Kerry Kimmel-Geiger [ChFEBC℠, CFEd®]
6767 North Wickham Road
Melbourne, FL 32901
Original Certification Date: 5/21/2010
Organization: Financial Advocates, Inc.
Broker Dealer: NBC Securities, Inc.
States Currently Licensed: AL, FL, GA, IN, ME, MA, MO, NE, NY, NC, OH, TX, VA
CRD #: 2730438
Primary Insurance Companies: The firm has access to hundreds of insurance companies and focuses on working with highly rated groups.
Primary Investment Companies: Through our partnership with NBC Securities, the firm has access to thousands of investment programs to meet the needs of all types of investors.
Services: All aspects of financial planning: Benefits analysis, retirement planning, portfolio review, restructuring and design.
Additional Information: Kerry has over two decades of senior management experience in the financial services industry serving as a state and national director of private banking, investment and financial planning divisions. She has earned seven securities/insurance related licenses and three designations.