Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kuhlman-thomas is a registered representative with Osaic FA, Inc. Kimberly has been in the industry since October 9, 2003. Kimberly is licensed to provide financial advice and services in Arizona, California, Colorado, Florida, Georgia, Idaho, Maine, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, Oklahoma, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming. Kimberly holds the Series 66, Series 7 and SIE licenses. Kimberly also holds an insurance license. Kimberly has experience providing financial advice to individuals, corporations, and charitable organizations. Kimberly offers a variety of services including financial planning, portfolio management, and educational seminars.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/13/2017 - Present
Osaic FA, Inc. (IRVINE CA)
CA
10/09/2003 - 05/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)
BOTH
Issued 09/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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