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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Krokos Baker has been an active advisor since 1984. Kimberley is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with Osaic Wealth, Inc. Kimberley specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and charitable organizations. Kimberley also offers educational seminars to help clients make informed financial decisions.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
NC
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (WINSTON SALEM NC)
NC
08/05/1986 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (WINSTON SALEM NC)
NA
07/31/1985 - 05/08/1986
HIBBARD-BECK, INC.
NA
11/16/1983 - 10/15/1984
FIRST INVESTORS CORPORATION
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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