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Kimberley Ann Claussen

Cetera Advisors LLC

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About Kimberley Ann Claussen

Kimberley Claussen is a registered representative with Cetera Advisors LLC. Kimberley has been in the financial services industry since March 2024 and is licensed to sell securities in Florida. Kimberley has passed the Series 7TO and the SIE exams.

Firm Information

Kimberley Claussen is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kimberley Claussen’s Registration & Firm History

FL

03/27/2024 - Present

Cetera Advisors LLC (NAPLES FL)

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Licenses & Designations

BC

Issued 03/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberley Ann Claussen.
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