Unclaimed
Kimberley Foisie is a registered representative with First Command Advisory Services. Kimberley has been in the financial industry for over 3 years and is licensed in Alabama and Texas. Kimberley holds a Series 66 license and has passed the Series 7TO and SIE exams. Kimberley's experience includes working with clients on financial planning and portfolio management. Kimberley has a proven track record of helping 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.
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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TX
01/24/2025 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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