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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Hayes is a financial advisor who has been in the industry since January 2008. Kimberly is currently registered as a Registered Representative with Columbia Management Investment Advisers, LLC. Kimberly has been with the firm since May 2010. Prior to that, Kimberly worked at Columbia Management Distributors, Inc. Kimberly holds the Series 66, SIE, and Series 7 licenses. Kimberly has experience with a variety of investment strategies, including asset liability management, credit analysis and asset allocation. Kimberly specializes in serving high-net-worth individuals, investment companies, corporations, 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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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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2
MA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
01/16/2008 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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