Unclaimed
Kamron Kimball is an investment advisor representative at United Planners' Financial Services of America A Limited Partner, based in Sangerville, ME. Kamron has been in the financial services industry since 2004 and has experience in providing financial planning, investment advisory, and pension consulting services. Kamron has also been active in the community, serving as Treasurer for Masons Mt. Kineo Lodge 109, and as a member of other organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
08/25/2017 - Present
United Planners' Financial Services OF America A Limited Partner (Sangerville ME)
ME
03/01/2007 - 06/27/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GUILFORD ME)
ME
10/01/2004 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (GUILFORD ME)
CO
07/05/2004 - 10/01/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kamron Kimball is the right advisor for you? Invested Better is here to help.