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 Martin is a registered investment advisor representative with Cetera Investment Advisers LLC, licensed in Delaware and Texas. Kimberly is a Series 66, Series 7TO, and SIE exam holder, and she has been in the industry since September 2019. Kimberly's background includes experience with Securian Financial Services Inc, Minnesota Life Insurance Co, and Diamond State Financial Group. Kimberly has a long history of working with individuals, high-net-worth individuals, corporations, and charitable organizations, with experience providing financial planning services, portfolio management, and pension consulting.
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
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
09/24/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 11/1/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/5/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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