Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Skerry is a financial advisor with over 25 years of experience in the industry. Kim is currently registered with Commonwealth Financial Network, a firm with over 3,000 investment advisor representatives and over $177 billion in assets under management. Kim has a wide range of experience in providing financial advice to individuals and businesses, and specializes in helping clients develop personalized financial plans, manage their investments, and prepare for retirement.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
12/04/2013 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
02/14/2008 - 12/31/2011
COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)
RI
07/19/1994 - 02/25/2008
1717 CAPITAL MANAGEMENT COMPANY (WARWICK RI)
RI
11/01/2007 - 11/01/2007
COMMONWEALTH FINANCIAL NETWORK (WARWICK RI)
BOTH
Issued 11/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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