Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Harding is a financial professional with over 20 years of experience in the industry. Kimberly Harding is registered as a Broker/Dealer and an Investment Advisor Representative in multiple states. Kimberly Harding's career began in 2003 at New York Life Insurance Company and NYLife Securities LLC. In 2008, Kimberly Harding joined Eagle Strategies LLC. Kimberly Harding is currently an active registered representative and an Investment Advisor Representative with Eagle Strategies LLC. Kimberly Harding specializes in portfolio management for individuals, financial planning, pension consulting, educational seminars, and publication of periodicals. Kimberly Harding offers advisory services and financial planning expertise to individuals and businesses.
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.
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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MA
07/27/2022 - Present
Eagle Strategies LLC (BURLINGTON MA)
IA
Issued 03/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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