Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Helm is a financial advisor registered in California. Kimberly works as a Financial Advisor at Quantum Financial Advisors, LLC and is a Certified Financial Planner. Kimberly has been in the financial services industry since 2013. She has also been active in education. Kimberly has experience working with individuals and their families, as well as pension and profit sharing plans.
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.
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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CA
02/01/2022 - Present
Quantum Financial Advisors, LLC (SANTA MONICA CA)
IA
Issued 11/30/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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