Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Petricca is a registered representative and investment advisor representative with Alera Investment Advisors, LLC. Kimberly has been in the financial services industry since 2007. Kimberly is a Series 7, Series 63, Series 66, and Series 24 licensed professional. Kimberly has held previous positions at Securian Financial Services, Inc., TRIAD ADVISORS LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly specializes in providing financial planning, retirement plan services, and investment management to individuals, high net worth individuals, and businesses.
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
IL
01/03/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
01/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
06/13/2014 - 12/31/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
NJ
07/20/1990 - 06/07/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/22/1986 - 09/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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