Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberli? Claim Your ProfileKimberli Jean Casner is a registered investment advisor representative at Vicus Capital, Inc. located in State College, PA. Kimberli has been in the industry since December 12, 2004. She has passed the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), the General Securities Principal Examination (Series 24), the Municipal Securities Principal Examination (Series 53), the Registered Options Principal Examination (Series 4) and the Securities Industry Essentials Examination (SIE). Kimberli has been registered with Vicus Capital, Inc. since November 3, 2010, and previously worked at Walnut Street Securities, Inc. and Tower Square Securities, Inc. Kimberli specializes in financial planning, portfolio management for individuals and portfolio management for businesses.
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.
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.
1
2
PA
11/03/2010 - Present
Vicus Capital, Inc. (STATE COLLEGE PA)
PA
12/13/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
PA
08/11/2011 - 12/21/2012
TOWER SQUARE SECURITIES, INC. (STATE COLLEGE PA)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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