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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 Lomas is a financial advisor with over 27 years of experience in the industry. Kimberlee has been with Osaic Wealth, Inc. since September 2023. Prior to joining Osaic Wealth, Kimberlee worked for Sagepoint Financial, Inc. for over 14 years. Kimberlee holds the Series 63, 66, and 24 licenses, as well as the SIE and Series 7. Kimberlee offers a variety of financial planning services, including portfolio management, retirement planning, and estate planning. Kimberlee is passionate about helping her clients achieve their financial goals.
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
OR
09/01/2023 - Present
Osaic Wealth, Inc. (BEAVERTON OR)
OR
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEAVERTON OR)
AZ
08/24/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
01/30/1996 - 08/22/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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