Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Moore is a financial advisor with Commonwealth Financial Network. Kim has over 30 years of experience in the financial services industry and is registered with the state of Texas. Kim holds Series 6, 7, and 63 licenses, as well as the SIE designation. Kim has a strong background in fixed insurance sales, and provides various services such as payroll processing, HR consulting, risk and benefit consulting, and insurance management placement. Kim is a member of the Commonwealth Financial Network team, a firm with over 30 years of experience in providing financial services to individuals, families, and businesses. Commonwealth Financial Network offers a wide range of financial products and services, including financial planning, portfolio management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
06/30/2000 - Present
Commonwealth Financial Network (SAN ANTONIO TX)
OK
06/30/2000 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (TULSA OK)
MA
04/25/1988 - 06/30/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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