Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Cole is an investment advisor representative and principal with over 13 years of experience in the financial services industry. Kimberly currently works for Osaic Wealth, Inc., a firm based in Scottsdale, Arizona, and holds licenses to provide financial services in 51 states and the District of Columbia. Kimberly has held previous positions with Triad Advisors LLC, Sagepoint Financial, Inc., and Capital Brokerage Corporation. Kimberly offers financial planning, portfolio management, and pension consulting services to both 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.
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2
NJ
10/22/2024 - Present
Osaic Wealth, Inc. (Jersey City NJ)
GA
05/18/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
02/10/2020 - 05/04/2022
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
08/09/2012 - 02/07/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
03/01/2011 - 02/17/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
06/21/2010 - 01/26/2011
EDWARD JONES (TEMPE AZ)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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