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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 B Ogden is a financial advisor with Cetera Investment Advisers LLC, with over 17 years of experience in the financial services industry. Kimberly holds Series 7, 24, 53, and 66 licenses. Kimberly specializes in financial planning, pension consulting and portfolio management. Kimberly has held previous positions at Associated Securities Corp. and Cetera Advisor Networks LLC. Kimberly is also a Certified Financial Planner™. Kimberly's clients include individuals, families, small businesses, and retirement plans.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCKLIN CA)
MA
03/29/2006 - 02/08/2008
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 7/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/5/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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