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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 Harris is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. Kimberly has been in the industry for over 20 years and specializes in providing financial planning and investment advice to individuals, families, and small businesses. Kimberly is also a member of the Idaho Women's Financial Conference, Inc. and is passionate about educating women on all matters involving money. Kimberly's experience and expertise make her a valuable resource for clients seeking to achieve their financial goals.
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.
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
WA
10/22/2021 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
ID
11/06/2020 - 10/28/2021
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
06/29/2009 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (MERIDIAN ID)
ID
03/08/2002 - 07/02/2009
SAWTOOTH SECURITIES, LLC (MERIDIAN ID)
NY
11/15/2000 - 03/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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