Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlie? Claim Your ProfileKimberlie Sonnenberg is a financial advisor with Commonwealth Financial Network, with over 34 years of experience in the financial services industry. Kimberlie is registered with the state of California, and the firm has offices in San Diego. Commonwealth Financial Network provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Kimberlie is also the owner of a private entity that facilitates securities, advisory, and insurance business.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/10/2024 - Present
Commonwealth Financial Network (San Diego CA)
CA
08/10/2009 - 07/10/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (San Diego CA)
CA
03/18/1999 - 08/18/2009
VALIC FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
TX
06/23/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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