Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Dyson is a financial advisor with over 12 years of experience in the industry. Kim is currently registered with Oneseven in Las Vegas, NV. Prior to that, Kim worked at Comprehensive Asset Management and Servicing, Inc. and AXA Advisors, LLC. Kim holds a Series 66 license and has passed the Series 7 and SIE exams. Kim is a Registered Investment Advisor (RIA) and specializes in financial planning, portfolio management, and pension consulting. Kim has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kim has a strong commitment to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
NV
05/31/2023 - Present
Oneseven (Las Vegas NV)
IL
09/28/2016 - 06/23/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (Oakbrook IL)
IL
05/05/2010 - 08/09/2016
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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