Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kjerstad is a registered representative with MML Investors Services, LLC, a financial services firm with a national presence. Kimberly is licensed to offer securities and investment advisory services in Colorado, Kansas, New Mexico, Oklahoma, and Texas. Kimberly holds the Series 6, Series 63 and SIE securities licenses. Kimberly has worked in the financial services industry since September 2019. Kimberly is committed to helping clients achieve their financial goals and providing personalized financial planning services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
09/14/2019 - Present
MML Investors Services, LLC (Amarillo TX)
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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