Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Gail Tarley is a financial professional with over 16 years of experience in the industry. Kimberly is currently registered with Osaic Wealth, Inc. in LITTLETON, CO. Kimberly has held previous registrations with Securities America, Inc., Sunset Financial Services, Inc., and AXA Advisors, LLC. Kimberly holds the Series 6 and Series 63 securities licenses as well as the SIE exam. Kimberly specializes in working with a variety of clients including individuals, corporations, and charitable organizations. Kimberly is committed to providing personalized financial advice to help her clients 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.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (LITTLETON CO)
CO
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LITTLETON CO)
CO
09/18/2008 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (WESTMINSTER CO)
CO
09/05/2007 - 09/10/2008
AXA ADVISORS, LLC (DENVER CO)
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Tarley is the right advisor for you? Invested Better is here to help.
