Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Weber is a Registered Representative with First Citizens Investor Services, Inc. Kim has been in the securities industry since October 30, 1998. Kim is currently registered with the state of North Carolina. Kim previously worked at PNC INVESTMENTS in Edenton, North Carolina, J.P. MORGAN SECURITIES LLC in Watertown, Wisconsin, CHASE INVESTMENT SERVICES CORP. in Beaver Dam, Wisconsin, BANC ONE SECURITIES CORPORATION in Chicago, Illinois, WADDELL & REED, INC. in Overland Park, Kansas, IAC SECURITIES, INC. in Tinley Park, Illinois and WMA SECURITIES, INC. in Duluth, Georgia. Kim specializes in portfolio management for individuals and businesses, and provides financial planning services. Kim has a broad knowledge of investment products and services, and is committed to helping clients achieve their financial goals.
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.
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.
1
2
NC
03/01/2018 - Present
First Citizens Investor Services, Inc. (Louisburg NC)
NC
11/04/2013 - 09/29/2017
PNC INVESTMENTS (EDENTON NC)
WI
10/01/2012 - 06/18/2013
J.P. MORGAN SECURITIES LLC (WATERTOWN WI)
WI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVER DAM WI)
IL
09/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
07/17/2002 - 09/11/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IL
08/01/2001 - 11/20/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
GA
10/22/1996 - 12/31/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kim Weber is the right advisor for you? Invested Better is here to help.
