Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Spencer is a financial advisor with over 20 years of experience in the industry. Kimberlee has worked with Equita Financial Network, Inc. since September 2020 and is registered in Tennessee and Texas. Kimberlee holds a Series 6, 7, 63, and 66 license and is also a Certified Financial Planner. Prior to joining Equita, Kimberlee worked with Patriot Investment Management Group Inc. and AMSOUTH INVESTMENT SERVICES, INC. Kimberlee's specialties include financial planning, portfolio management, and investment advice for individuals and families. Kimberlee has experience working with high net worth individuals, as well as individuals other than high net worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/30/2023 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
TN
02/14/2000 - 09/29/2006
AMSOUTH INVESTMENT SERVICES, INC. (ALCOA TN)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/09/1993 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kimberlee Spencer is the right advisor for you? Invested Better is here to help.
