Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Last is a financial professional with over 24 years of experience in the financial services industry. Kimberley is a Certified Financial Planner™ professional and has a Series 6, 7, 24, 63, and 65 securities licenses. Kimberley is currently registered with Western International Securities, Inc. in California, Colorado, Oklahoma and Texas. Kimberley has held previous positions at Financial West Group, Brokers International Financial Services, LLC, Century Securities Associates, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Kimberley provides financial planning, portfolio management and pension consulting services to individuals, corporations, businesses and charitable 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.
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.
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2
CO
03/24/2021 - Present
Western International Securities, Inc. (Grand Junction CO)
CO
05/01/2014 - 08/21/2017
FINANCIAL WEST GROUP (GRAND JUNCTION CO)
CO
01/03/2011 - 05/06/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (GRAND JUNCTION CO)
CO
03/31/2006 - 12/31/2010
CENTURY SECURITIES ASSOCIATES, INC. (GRAND JUNCTION CO)
NY
04/16/1998 - 04/12/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/16/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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