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 Zeis is a financial advisor who has been in the industry since July 1998. Kimberly is currently registered as a Registered Representative (RA) with Bill Few Associates, Inc. in Pennsylvania. Kimberly holds the Series 66, Series 7TO, Series 99TO, Series 14, Series 24 and SIE licenses and is a Principal at the firm. Kimberly has previously worked at Bill Few Securities, Inc. in Pittsburgh, Pennsylvania. Kimberly provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kimberly and the firm manage over 2 billion dollars in assets for their clients.
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
PA
12/06/2021 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
06/26/2006 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 05/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2024
Series 14 - Compliance Officer Examination
BC
Issued 03/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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