Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Anne Slack is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Kimberly has over 20 years of experience in the financial services industry. Kimberly has been registered with Cetera Investment Advisers LLC since January 2016. Previously, Kimberly was registered with CETERA INVESTMENT SERVICES LLC and AMSOUTH INVESTMENT SERVICES, INC. Kimberly is also a licensed insurance agent. Kimberly's areas of expertise include financial planning, portfolio management, and retirement planning. She holds Series 6, 7, 24, 63, and 66 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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2
LA
02/01/2016 - Present
Cetera Investment Advisers LLC (SHREVEPORT LA)
LA
03/04/2013 - 11/11/2014
CETERA INVESTMENT SERVICES LLC (SHREVEPORT LA)
AL
10/30/2002 - 01/14/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
04/18/2001 - 09/04/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/18/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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