Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Butler is a financial advisor at Osaic Wealth, Inc. in Charlotte, North Carolina. Kimberly has been in the industry since 2003, and has a broad range of experience. Kimberly holds Series 6, SIE and Series 63 licenses. Kimberly has worked at several firms over the years, including Securities America, Inc., Investcorp, Inc., LPL Financial LLC, and P.J. Robb Variable Corporation. Kimberly has a diverse client base, including individuals, families, businesses, and trusts. Kimberly's primary focus is to help clients reach 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.
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.
1
2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
01/11/2017 - 07/17/2020
INVESTACORP, INC. (Charlotte NC)
NC
08/10/2011 - 10/31/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
01/08/2007 - 06/24/2011
P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)
MA
10/01/2003 - 11/10/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/01/2003 - 11/10/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Butler is the right advisor for you? Invested Better is here to help.
