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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 Hudak is a financial advisor with Cetera Investment Advisers LLC, based in North Royalton, OH. Kimberly has been a financial professional for over two decades, having started her career in 2000. She is licensed in multiple states, including Ohio and Texas. Kimberly has a broad range of experience working with a variety of client types, including individuals, corporations, and charitable organizations. Kimberly specializes in financial planning and portfolio management.
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.
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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 5/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 4/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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