Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Renfroe is a financial advisor at Osaic Wealth, Inc. located in Wesley Chapel, Florida. Kimberly has been working in the financial industry since 1984 and is licensed in several states. Kimberly has experience providing financial planning services, pension consulting, and educational seminars. Kimberly is a Certified Financial Planner and is also a registered representative of Securities America, Inc. Kimberly's expertise lies in helping individuals and businesses manage their financial portfolios.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (WESLEY CHAPEL FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WESLEY CHAPEL FL)
FL
03/17/1989 - 07/17/2020
INVESTACORP, INC. (WESLEY CHAPEL FL)
NA
10/08/1986 - 03/13/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
10/24/1985 - 10/14/1986
SHEARSON LEHMAN BROTHERS INC.
NA
05/09/1984 - 10/21/1985
THE STUART-JAMES COMPANY, INC.
BC
Issued 04/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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