Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Cawley is a financial advisor associated with Ameriprise Financial Services, LLC. Kimberly has been in the financial services industry for over 25 years. Kimberly is a Registered Representative and Investment Advisor Representative. Kimberly is registered with 30 states, including New York and Texas. Kimberly holds Series 63, SIE, and Series 7 licenses and has a strong track record of helping clients achieve their financial goals. Kimberly specializes in providing financial planning, asset allocation services, and portfolio management for individuals, businesses, and trusts. Kimberly is also a board member of Cawley.
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.
Asset allocation services
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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NY
10/16/2018 - Present
Ameriprise Financial Services, LLC (CORTLAND NY)
MN
09/25/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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