Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlie? Claim Your ProfileKimberlie Karasewicz is a financial advisor with Summit Financial, LLC. Kimberlie has been in the financial industry since 2009. Kimberlie holds the Series 7, Series 66 and SIE licenses. Kimberlie is registered with the state of New Jersey. Before joining Summit Financial, LLC, Kimberlie was employed with MORGAN STANLEY.
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.
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.
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NJ
07/19/2021 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
10/27/2009 - 06/11/2021
MORGAN STANLEY (FLORHAM PARK NJ)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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