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 Fogle is an investment advisor representative with Next Financial Group, Inc. Kim has been in the securities industry since 2000. Kim is registered with the state of Pennsylvania and holds Series 7, 63, and 66 licenses. Kim also holds a SIE license. Kim provides financial planning, pension consulting, and educational seminars to individuals, businesses, pension and profit sharing plans, and charitable organizations. Kim is also a yoga instructor.
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.
Seminar/workshop attendance fees
1
2
PA
11/21/2022 - Present
Next Financial Group, Inc. (ALTOONA PA)
PA
02/23/2000 - 12/24/2008
NEXT FINANCIAL GROUP, INC. (PITTSBURGH PA)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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