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 Newsome is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Kimberly has been in the financial services industry since 2003 and has a background with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Brewer Financial Services, LLC. Kimberly holds Series 7, 24, and 66 licenses. Kimberly also serves as an Independent Insurance Agent for various independent insurance companies. Kimberly's specializations include Asset Allocation, Mutual Funds, Variable Annuities, Life Insurance, Fixed Annuities, Long-Term Care Insurance, and Retirement Planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
12/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (St Augustine FL)
FL
02/13/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
11/14/2003 - 02/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
MN
11/14/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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