Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimber? Claim Your ProfileKimber Lela Woods is a financial advisor at Oppenheimer & Co. Inc. Kimber has been in the industry since 2001 and is currently registered in Washington and Texas. Kimber holds FINRA Series 63, 66, and 7 licenses. Kimber also holds the SIE license and is a Certified Financial Planner. Kimber has experience with several firms including Wedbush Securities Inc., UBS Financial Services Inc., and Piper Jaffray & Co.. Kimber specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
08/17/2011 - Present
Oppenheimer & Co. Inc. (BELLEVUE WA)
WA
04/24/2009 - 08/04/2011
WEDBUSH SECURITIES INC. (SEATTLE WA)
WA
08/12/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
01/12/2001 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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