Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Churchill is a financial advisor registered with Cetera Investment Advisers LLC. Kim has been working in the financial services industry since 1998. Kim has a Series 6, 7, 63 and 66 license and is registered in Georgia. Kim's firm, Cetera Investment Advisers LLC, has a total of 104,468,595,111 in assets under management and caters to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
GA
12/18/2015 - Present
Cetera Investment Advisers LLC (GAINESVILLE GA)
MA
11/04/1998 - 09/13/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/3/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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