Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Erik Qvistorff is a financial advisor at Osaic Wealth, Inc. Kim has been in the financial services industry since 1991. Kim is registered with FINRA and is a Registered Investment Advisor in several states. Kim is a Certified Financial Planner. Kim has experience working with individuals, businesses, and retirement plans. Kim has experience working with high-net-worth individuals and clients who want to use fixed annuities, LTC coverage, and disability coverage as part of their financial planning.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
08/01/2003 - 09/27/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
08/04/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MD
04/07/1997 - 08/06/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
10/05/1995 - 04/10/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
MN
09/15/1992 - 10/06/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/15/1992 - 10/06/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/18/1991 - 12/22/1992
NORDBERG CAPITAL INC. (NEW YORK NY)
IA
Issued 07/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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