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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 Chmielewski is a financial advisor at Prime Capital Financial. Kimberly has been in the financial services industry since 2010. Kimberly holds the Series 63, 65, 7 and SIE licenses. Kimberly also has a Certified Financial Planner designation. Kimberly provides financial planning, retirement planning, investment management and other financial services. Kimberly's clients include individuals, families, and small 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
NC
09/28/2023 - Present
Prime Capital Financial (CHARLOTTE NC)
NC
08/15/2023 - 10/27/2023
GOLDMAN SACHS & CO. LLC (Charlotte NC)
FL
11/11/2016 - 01/26/2017
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
07/21/2015 - 11/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (NOKOMIS FL)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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