Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jean Brumbaugh is a financial advisor with over 20 years of experience in the industry. Kimberly has been registered with Cetera Investment Advisers LLC since June 2023. Kimberly is also a registered representative with Advisornet Wealth Partners since July 2021. Kimberly has a broad range of experience, having previously worked with Lincoln Financial Advisors Corporation, MetLife Securities Inc, Metropolitan Life Insurance Company, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Kimberly specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors, as well as portfolio management for businesses and 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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (EXTON PA)
PA
03/28/2013 - 07/27/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (EXTON PA)
PA
04/29/2003 - 04/02/2013
METLIFE SECURITIES INC. (EXTON PA)
PA
04/29/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENMOORE PA)
NY
08/25/1998 - 04/12/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/25/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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