Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Brownlee is an active investment advisor representative with Missionsquare Retirement in Washington, DC. Kim has been in the industry since June 25, 1999. Kim is registered as a broker and investment advisor in Illinois and holds Series 6, 63, and 65 licenses. Kim has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, and individuals other than high-net-worth individuals. Kim's previous experience includes working at GWFS EQUITIES, INC. in Aurora, Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
12/02/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
IL
06/03/1999 - 07/06/2007
GWFS EQUITIES, INC. (AURORA IL)
IA
Issued 07/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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