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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Resendes George is a financial advisor with Commonwealth Financial Network and has been in the industry since May 4, 2000. Kim Resendes George is a registered representative with the state of Rhode Island and holds the Series 7, Series 24, and Series 66 licenses. Kim Resendes George is also a Certified Financial Planner. Kim Resendes George's past experience includes roles at CCO Investment Services Corp. and Quick & Reilly, Inc. Kim Resendes George is a registered investment advisor representative in the state of Rhode Island. Kim Resendes George's clients include individuals, high-net-worth individuals, corporations, and charitable organizations. Kim Resendes George works at Commonwealth Financial Network's Warwick, RI office. Commonwealth Financial Network is headquartered in Waltham, MA and has approximately 19,600 clients with assets under management totaling $177 billion.
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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2
RI
01/15/2010 - Present
Commonwealth Financial Network (WARWICK RI)
RI
11/20/2003 - 03/05/2009
CCO INVESTMENT SERVICES CORP. (CRANSTON RI)
NY
04/26/2000 - 11/14/2003
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 07/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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