Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Dawn Hilton is a registered investment advisor representative with Osaic Wealth, Inc. Kimberly has been in the financial industry since 1994. Kimberly is licensed in 7 states and has held multiple positions with several firms throughout her career, including Securities America, Inc. and KMS Financial Services, Inc. Kimberly is also the co-owner of AQ14 LLC, Hilton Stables and is the secretary of the Nessly Ditch Co.
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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (LAGRANDE OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAGRANDE OR)
OR
04/01/2008 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LAGRANDE OR)
OR
07/01/1998 - 04/02/2008
FIRST ALLIED SECURITIES, INC. (LA GRANDE OR)
IN
09/12/1994 - 07/07/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/12/1994 - 07/07/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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