Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Suzanne Luthy is a financial advisor at Kestra Advisory Services, LLC. Kim has over 30 years of experience in the financial services industry. Kim is a Certified Financial Planner® and holds Series 6, 7, and 63 licenses. Kim specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Kim is also a member of the board of directors of the New Jersey Collaborative Law Group.
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.
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.
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2
TX
06/09/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
06/02/2004 - 05/15/2020
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
CT
09/05/1989 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
09/05/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 04/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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