Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Irene Swope has been a registered investment advisor since 2006. Kimberly is currently a Registered Representative and Branch Office Manager with Merit Financial Advisors. Kimberly's career started with PFA SECURITY ASSET MANAGEMENT, INC. where she worked for over a decade. Kimberly has a broad range of industry experience, including positions at PFA PROFESSIONAL GROUP, PROFESSIONAL FINANCIAL ADVISORS, INC., ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING, and Purshe Kaplan Sterling Investments, Inc. Kimberly provides advisory services to individuals and families, businesses, and charitable organizations.
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.
Consulting fees
1
2
PA
12/20/2024 - Present
Merit Financial Advisors (New Cumberland PA)
PA
06/30/2006 - 06/01/2020
PFA SECURITY ASSET MANAGEMENT, INC. (NEW CUMBERLAND PA)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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