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 Youngerman is an investment advisor representative who is registered in Arizona. She has been in the industry since 1998 and currently works for USI Securities, Inc.. Kimberly Ann Youngerman has experience with both broker-dealer and investment advisor firms. She also has experience with insurance companies and pension and profit-sharing plans. Kimberly Ann Youngerman can provide financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
1
2
AZ
06/03/2024 - Present
USI Securities, Inc. (PHOENIX AZ)
DC
03/04/2019 - 08/27/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MA
01/02/2013 - 09/05/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
01/01/2009 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
02/26/2008 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
03/26/2003 - 06/02/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/26/2003 - 05/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
05/08/2002 - 03/05/2003
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IN
01/12/2001 - 04/10/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/12/2001 - 04/10/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
05/19/2000 - 01/05/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
05/27/1993 - 03/29/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/27/1993 - 03/29/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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