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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 Anne Hankins is a financial advisor with Osaic Wealth, Inc. Kimberly is a registered representative with the firm in California, Florida, Hawaii, Idaho, Maine, New Mexico, Texas, and Washington. Kimberly has over 25 years of experience in the financial services industry. Kimberly has experience in various investment strategies, including but not limited to financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
06/13/2023 - Present
Osaic Wealth, Inc. (CARMEL VALLEY CA)
NY
09/20/1997 - 03/30/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/25/1996 - 06/20/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/13/1996 - 06/27/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/29/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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