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 registered investment advisor representative with Cetera Investment Advisers LLC. Kimberly is a financial professional and insurance agent based in Spokane, WA. Kimberly has been in the industry since May 8, 2013, working previously with Edward Jones, U.S. Bancorp Investments, Inc. and Cetera Advisor Networks LLC. Kimberly holds the Series 7 and Series 66 licenses. Kimberly is licensed to conduct business in several states including Alaska, California, Idaho, Indiana, Kentucky, New Mexico, Oregon, and Washington.
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 5/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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