Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Marie Andranovich is an investment advisor representative for Vestwell Advisors LLC, located in San Diego, CA. Kim Andranovich has been in the industry since 1985 and has a broad range of experience, including working for Allianz Global Investors Distributors LLC and CUSO Financial Services, L.P. Kim Andranovich holds a Series 65 license and a Series 63 license, and has experience in portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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
CA
05/18/2022 - Present
Vestwell Advisors LLC (San Diego CA)
CA
04/10/2012 - 08/24/2020
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN DIEGO CA)
CA
02/28/2007 - 10/20/2011
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
11/04/1997 - 04/28/2005
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
NA
07/09/1993 - 02/07/1996
FIRST INTERSTATE INVESTMENTS,INC.
SC
05/13/1987 - 07/15/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/21/1985 - 06/05/1987
STATE BOND SALES CORPORATION
IA
Issued 05/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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