Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberely? Claim Your ProfileKimberely Gannis is an investment advisor representative with Carnegie Investment Counsel. Kimberely has been in the industry for over 15 years and has worked for several well-known firms including Pioneer Funds Distributor, Inc. and American Century Investment Services Inc.. Kimberely holds a Series 6, 7, 63 and 65 license. Kimberely specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. Kimberely has a long and successful track record of providing investment advice to clients in a variety of industries.
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.
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
OH
10/13/2015 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
MA
09/08/2009 - 05/08/2012
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
08/19/2005 - 12/05/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kimberely Gannis is the right advisor for you? Invested Better is here to help.
