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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly J. Harris is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Kimberly has been a Registered Representative for over 20 years and specializes in financial planning and portfolio management. She also provides advisory services for individuals, businesses, and investment companies. Kimberly is registered to provide services in 20 states and is a Registered Principal with the firm.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (SALEM OR)
NY
09/22/2000 - 03/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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