Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Ann Bouska is a financial advisor with over 20 years of experience in the financial services industry. Kimberlee is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 63, and Series 65 licenses. She is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2012. Kimberlee has been serving clients in various roles, including with CUSO FINANCIAL SERVICES, L.P. and First Tech Federal Credit Union. Kimberlee has a proven track record of helping clients achieve their financial goals. She specializes in providing financial advice to individuals, families, and businesses. Kimberlee is committed to providing her clients with personalized service and a comprehensive approach to financial planning. Kimberlee is also active in her community and is a member of several professional organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
10/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Vancouver WA)
OR
10/07/2003 - 01/23/2012
CUSO FINANCIAL SERVICES, L.P. (BEAVERTON OR)
IA
Issued 1/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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