Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Flynn is a financial advisor with over 20 years of experience in the financial services industry. Kimberly currently works for CWM, LLC, where Kimberly has been a financial advisor since October 2022. Prior to that, Kimberly was a financial advisor at CETERA ADVISOR NETWORKS LLC and Pruco Securities, LLC. Kimberly holds the Series 7, 6, 63, 65 and 24 licenses. Kimberly is also a Certified Financial Planner. Kimberly has experience working with a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Kimberly provides a variety of financial services, including financial planning, investment management, and retirement planning. Kimberly is committed to helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
MA
05/22/2024 - Present
CWM, LLC (Foxborough MA)
CA
10/07/2022 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
NJ
01/16/2020 - 09/30/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
04/20/2016 - 08/24/2016
PRINCIPAL SECURITIES, INC. (Boston MA)
MA
12/12/2011 - 04/18/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
10/02/2009 - 11/01/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
08/01/2005 - 01/23/2009
NEW ENGLAND SECURITIES (BOSTON MA)
RI
01/08/2004 - 03/08/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
CT
07/08/1999 - 01/06/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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