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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 Harris is a financial advisor with Cetera Investment Advisers LLC, a firm that has been in business since 2005. Kimberly has over 17 years of experience in the financial services industry. Kimberly holds a Series 63, 66, 7 and 24 licenses. Kimberly has been registered with Cetera Investment Advisers LLC since 2013 and has been registered with the state of Oregon since 2009. Kimberly also has a Series SIE license. Kimberly is a financial advisor who is registered with Cetera Investment Advisers LLC and is able to provide financial planning, pension consulting, and educational seminars to her clients. Kimberly also offers portfolio management for individuals and businesses. Kimberly's firm has a wide range of client types, including high-net-worth individuals, corporations, and charitable organizations. Kimberly's firm also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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 7/7/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/7/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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