Unclaimed
Kimberli Lambert is a registered representative with Fifth Third Securities, Inc. and has been in the industry for over ten years. Kimberli has a Series 6, Series 63, Series 65, and SIE license, as well as registrations in Florida and California. Kimberli has experience providing financial planning and portfolio management services to a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Kimberli's other business activity includes real estate and rental property ownership, but these activities are not investment related and do not interfere with Kimberli's duties at Fifth Third Securities, Inc.
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.
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.
Sponsor wrap fee program
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
FL
02/27/2017 - Present
Fifth Third Securities, Inc. (CAPE CORAL FL)
IA
Issued 2/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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