Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly D Walko is a financial advisor with over 13 years of experience. Kimberly currently works at Fidelity Personal And Workplace Advisors in Covington, KY. Kimberly's previous roles include positions at The Huntington Investment Company, Key Investment Services LLC, and Chase Investment Services Corp. Kimberly holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Kimberly is registered to provide investment advisory services in 55 states and the District of Columbia.
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.
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
KY
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
01/11/2016 - 06/21/2022
THE HUNTINGTON INVESTMENT COMPANY (LOVELAND OH)
OH
02/21/2014 - 11/06/2015
KEY INVESTMENT SERVICES LLC (SPRINGBORO OH)
OH
07/06/2007 - 03/05/2012
CHASE INVESTMENT SERVICES CORP. (CINCINNATI OH)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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