First Citizens Bank

1 Wealth Associate in Albemarle

Kimberly Carpenter Location

  • Financial Consultant II, SVP
    352 North First Street
    Albemarle, NC 28001
    US
    Areas Served
    Cabarrus County
    Mecklenburg County
    Stanly County
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Peace College, Appalachian State University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License
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