Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Schroeder is a financial professional with over 10 years of experience in the financial services industry. Kimberley is currently registered with The Huntington Investment Co. and holds the Series 6, Series 63 and SIE licenses. Kimberly is dedicated to providing her clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/03/2014 - Present
THE Huntington Investment Co. (HARMONY PA)
PA
10/15/2013 - 04/18/2014
THE HUNTINGTON INVESTMENT COMPANY (HARMONY PA)
BC
Issued 09/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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