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 La zare is a financial advisor with Ameriprise Financial Services, LLC. Kim has been in the financial services industry since 1992. Kim holds licenses to practice in Arizona, California, Colorado, Massachusetts, Missouri, New York, Oregon, Tennessee, Texas, and Virginia. Kim is a Chartered Financial Consultant. Kim is also registered as an Investment Advisor Representative in California and Texas. Kim can provide financial planning, pension consulting, and educational seminars. Kim is also involved with the publication of periodicals and the selection of other advisors.
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.
Asset allocation services
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
10/03/2006 - Present
Ameriprise Financial Services, LLC (TARZANA CA)
MN
06/11/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
11/06/1991 - 02/28/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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