Unclaimed
Kimberly Weaver is a financial advisor with Cambridge Investment Research Advisors, Inc. Kimberly has been in the financial services industry since 2003. Kimberly is registered with the state of Georgia and holds Series 66, SIE, and Series 7 licenses. Kimberly has experience providing financial planning, pension consulting, educational seminars, and portfolio management services. Kimberly is also a Certified Financial Planner. Kimberly has been with Cambridge Investment Research Advisors, Inc. since 2008.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
01/09/2008 - Present
Cambridge Investment Research Advisors, Inc. (EAST POINT GA)
GA
12/01/2006 - 10/24/2007
QUESTAR CAPITAL CORPORATION (EAST POINT GA)
GA
04/10/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (EAST POINT GA)
NJ
02/17/2003 - 02/27/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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