Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Breault is a financial advisor with over 5 years of experience in the industry. Kimberly is currently registered with Captrust in Salt Lake City, Utah, and holds Series 63, 66 and 7 licenses. Kimberly has previously worked for Fidelity Brokerage Services LLC. Kimberly specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and institutions. Kimberly is committed to helping her clients 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
05/14/2024 - Present
Captrust (Salt Lake City UT)
UT
09/25/2018 - 11/14/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
12/25/2017 - 08/20/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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