Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly A. Cavaliere is a financial advisor with Osaic Advisory Services, LLC. Kimberly has over 20 years of experience in the financial services industry. She is a Registered Representative and Investment Advisor Representative. Kimberly specializes in providing financial planning and investment management services to individuals, families, and businesses. She holds the Series 7 and Series 66 licenses and the SIE designation. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
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CO
01/16/2024 - Present
Osaic Advisory Services, LLC (Colorado Springs CO)
CO
01/12/2024 - 08/23/2024
TRIAD ADVISORS LLC (Colorado Springs CO)
CO
09/20/2022 - 01/18/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Colorado Springs CO)
CO
09/07/2011 - 04/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Greenwood Village CO)
CO
01/01/2008 - 10/29/2009
WELLS FARGO ADVISORS, LLC (DENVER CO)
NC
05/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILMINGTON NC)
MN
06/19/2003 - 03/29/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/2003 - 03/29/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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