Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Cochrane is a financial professional with over 20 years of experience in the financial services industry. Kimberly currently works with Global Retirement Partners LLC as a registered investment advisor. Kimberly has a strong track record of providing investment advice to individuals, businesses, and institutions. Kimberly specializes in retirement planning, financial planning, and portfolio management. Kimberly is committed to providing her clients with the highest level of service and expertise.
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.
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
02/05/2020 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IN
04/11/2006 - 01/17/2020
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MD
10/20/2004 - 03/30/2006
MML INVESTORS SERVICES, INC. (BETHESDA MD)
NY
02/01/2003 - 10/12/2004
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
10/18/1999 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 01/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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