Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Bouska is a financial advisor who has been in the industry since 2003. Kimberlee is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in Oregon, Texas, and Washington. Kimberlee previously worked at CUSO FINANCIAL SERVICES, L.P. Kimberlee holds the Series 63, Series 65, Series 7, and SIE licenses and is a Certified Financial Planner. Kimberlee specializes in providing financial advice to individuals, businesses, and retirement plans.
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 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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