Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Weitzel is a financial advisor with Cetera Investment Advisers LLC. Kimberly has been in the financial industry since 2006 and is licensed to provide investment advice in California, Hawaii, Nevada, South Carolina and Washington. Kimberly also holds the Series 6, 7, 63 and 65 licenses. Kimberly specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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2
HI
03/28/2024 - Present
Cetera Investment Advisers LLC (Kapolei HI)
HI
02/19/2019 - 03/28/2024
CUSO FINANCIAL SERVICES, L.P. (KAPOLEI HI)
HI
06/21/2018 - 02/20/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
05/02/2013 - 06/21/2018
BANKOH INVESTMENT SERVICES, INC. (KAILUA HI)
HI
06/21/2010 - 06/07/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HONOLULU HI)
HI
10/02/2008 - 03/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
HI
02/16/2006 - 09/29/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
IA
Issued 8/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2014
Series 7 - General Securities Representative Examination
BC
Issued 2/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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