Unclaimed
Kim Kerry Love is an investment advisor representative with Cetera Investment Advisers LLC, based in Boca Raton, Florida. Kim has been in the financial services industry since 1984, and has held licenses with a number of firms. Kim is registered as an Investment Advisor Representative (IAR) with the state of Florida and a resident IAR with the state of Texas. Kim holds the Series 63, Series 65, Series 7, Series 24 and SIE securities licenses. Kim is also registered to provide investment advisory services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, state or municipal government entities and banking or thrift institutions.
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
04/28/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
06/09/1999 - 05/02/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
01/03/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
11/03/1987 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NA
11/27/1984 - 11/27/1987
E. F. HUTTON & COMPANY INC
NA
02/25/1984 - 10/30/1984
PAINEWEBBER INCORPORATED
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kim Love is the right advisor for you? Invested Better is here to help.