Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Schiavo is a financial advisor at Osaic Wealth, Inc., located in Oldsmar, Florida. Kimberly has been working in the financial industry since 1986. Kimberly is licensed in 10 states to provide investment advisory and brokerage services. Kimberly holds a Series 7, 63, 66 and SIE securities license. Kimberly specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Kimberly provides advisory services for individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Oldsmar FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Oldsmar FL)
FL
01/25/1995 - 07/17/2020
INVESTACORP, INC. (Oldsmar FL)
NA
07/21/1993 - 07/11/1995
MERIDIAN, DUNHILL & CO., INC.
FL
10/06/1989 - 06/21/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/02/1988 - 06/06/1989
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
05/21/1986 - 06/01/1988
LIFE SECURITIES CORPORATION
BOTH
Issued 08/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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