Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Loewer is a financial advisor with over 30 years of experience in the industry. Kim is currently registered with LPL Financial LLC. Kim has a diverse background in the financial industry, having worked with a number of firms including SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., BARABAN SECURITIES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC. Kim has a strong track record of success and is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
12/13/2019 - Present
LPL Financial LLC (APPLETON WI)
VT
10/31/2008 - 12/17/2019
SAGEPOINT FINANCIAL, INC. (WEYBRIDGE VT)
VT
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WEYBRIDGE VT)
NY
11/16/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CA
06/05/1990 - 11/13/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
GA
12/02/1988 - 05/23/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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