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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Mott is a financial advisor with Cetera Investment Advisers LLC. Kimberlee has been in the financial services industry since July 2005 and is registered with the state of Georgia and other states. Kimberlee holds various licenses including Series 6, 7, 24, 26, 51, and 63. Kimberlee is also a Registered Investment Advisor in Georgia, Kentucky, and Texas. Kimberlee focuses on providing financial planning services, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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
GA
01/18/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
07/11/2005 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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