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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Butterfield is a financial advisor with Cetera Investment Advisers LLC. Kimberly has been in the financial services industry since 2000. Kimberly is registered with the following states: California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Rhode Island, South Carolina, Texas, Vermont and Virginia. Kimberly is also registered as an investment advisor representative in Massachusetts and Texas. Kimberly holds the Series 6, 7, 63 and 65 licenses.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (FALL RIVER MA)
MA
03/19/2004 - 10/03/2016
INVESTORS CAPITAL CORP. (FALL RIVER MA)
NY
01/19/2001 - 12/31/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/01/2000 - 12/31/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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