Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Vielhaber is a financial advisor with Principal Securities, Inc. Kimberly is a Certified Financial Planner with experience in financial planning, portfolio management and educational seminars. Kimberly has been in the securities industry since 2018. Kimberly is licensed in Alabama, District of Columbia, Maryland and Virginia. Kimberly has worked for several firms including DAI Securities, LLC, Triad Advisors LLC, Principal Securities, Inc. and Principal Life Insurance. Kimberly specializes in working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MD
12/12/2022 - Present
Principal Securities, Inc. (BETHESDA MD)
MD
11/23/2020 - 11/14/2022
DAI SECURITIES, LLC (Rockville MD)
MD
09/27/2018 - 11/20/2020
TRIAD ADVISORS LLC (ROCKVILLE MD)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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