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 Weber is a registered investment advisor representative, holding a Series 63 and 65 license, as well as a Series 7 and Series 6 license. Kimberly has been in the industry since 2013 and currently works at UBS Financial Services Inc. in Weehawken, New Jersey. Kimberly has worked for several other firms during her career, including MML Investors Services, LLC, Nationwide Securities, LLC, Investcorp, Inc., NFP Advisor Services, LLC, MetLife Investors Distribution Company, and Princor Financial Services Corporation. Kimberly specializes in retirement planning, college savings plans, estate planning, and investment strategies.
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.
See schedule d - miscellaneous
1
2
NJ
07/29/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NC
04/09/2018 - 08/02/2022
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
11/21/2016 - 04/06/2018
NATIONWIDE SECURITIES, LLC (CHARLOTTE NC)
NC
01/26/2016 - 10/10/2016
INVESTACORP, INC. (Charlotte NC)
NC
01/12/2015 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CHARLOTTE NC)
NC
08/12/2013 - 01/14/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
10/04/2012 - 01/16/2013
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
IA
Issued 05/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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