Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Kerry Love has been in the financial services industry since 1984. Kim is currently registered with Cetera Investment Advisers LLC, where Kim provides financial planning services to individuals, businesses, and institutional clients. Kim also provides portfolio management services for both individuals and businesses. Kim is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds the following licenses: Series 7, Series 24, Series 63, and Series 65. Kim has a strong background in the financial services industry and is committed to providing personalized financial planning and investment advice to meet each client's unique needs.
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 7/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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