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. Mallas is a Registered Representative and Investment Adviser Representative with Consolidated Portfolio Review Corp. Kimberly has been in the industry since 2017 and is registered to provide investment advice in Nevada and Utah. Kimberly has a strong background in financial services, with experience in mortgage lending, life insurance, and investment advisory services. Kimberly specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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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2
UT
02/21/2024 - Present
Consolidated Portfolio Review Corp. (Sandy UT)
UT
06/22/2020 - 01/19/2024
TRANSITIONAL BROKER LLC (draper UT)
UT
12/03/2019 - 05/29/2020
INTERNATIONAL ASSETS ADVISORY, LLC (DRAPER UT)
UT
01/05/2017 - 09/16/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)
IA
Issued 05/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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