Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly J. Wade is an investment advisor representative with USI Securities, Inc. based in Glastonbury, CT. Kimberly is licensed in Ohio and Pennsylvania, and she holds Series 63, 65, 6TO and SIE licenses. Kimberly has been in the financial industry since 2022 and previously worked at ARGI Financial Group in Louisville, KY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
1
2
CT
01/15/2025 - Present
USI Securities, Inc. (GLASTONBURY CT)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kimberly Wade is the right advisor for you? Invested Better is here to help.
