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 Hudak is an Investment Advisor Representative registered with Cetera Investment Advisers LLC. Kimberly has been in the financial services industry since April 2000 and has worked for several firms including Legacy Financial Services, Inc. and Prime Capital Services, Inc. Kimberly is also a licensed Fixed Insurance Agent. Kimberly holds the Series 66, Series 51, Series 24, Series 26, Series 7, and SIE exams. Kimberly is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Kimberly's firm, Cetera Investment Advisers LLC, provides advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH ROYALTON OH)
OH
10/30/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (NORTH ROYALTON OH)
NY
03/21/2001 - 10/29/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
04/25/2000 - 03/15/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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