Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Arumei Meade is a financial advisor with The Wealth Consulting Group. Kimberly has been in the financial industry since 2014 and has experience working with clients in various industries, including individuals, corporations, and charitable organizations. Kimberly is a Certified Financial Planner (CFP) and holds Series 6, 7, and 63 licenses, as well as a Series 65 license. Kimberly offers financial planning services, including retirement planning, college savings, and estate planning, and specializes in investments. Kimberly is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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TX
07/02/2024 - Present
THE Wealth Consulting Group (Sugar Land TX)
TX
05/23/2017 - 11/15/2021
LPL FINANCIAL LLC (HOUSTON TX)
TX
02/04/2014 - 06/12/2015
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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