Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Cooper is a financial advisor with Cetera Investment Advisers LLC. Kimberly has been in the financial services industry for over 10 years and has worked with various firms including U.S. Bancorp Investments, Inc. and Edward Jones. She holds Series 66, SIE, and Series 7 licenses and is registered in multiple states. Kimberly offers a variety of financial services to individuals, businesses, and charitable organizations. Kimberly Cooper is passionate about helping her clients achieve their financial goals.
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.
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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
WA
12/01/2015 - 03/23/2020
U.S. BANCORP INVESTMENTS, INC. (SPOKANE WA)
ID
05/09/2013 - 12/01/2015
EDWARD JONES (COEUR D'ALENE ID)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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