Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jo Safoyan is a financial advisor with over 30 years of experience in the financial services industry. Kimberly has a wide range of experience, having worked with several firms in the past including National Planning Corporation, SunAmerica Securities, Inc., and WM Financial Services, Inc. Kimberly currently works for THE Wealth Consulting Group in the capacity of a Registered Representative and Investment Advisor Representative. Kimberly holds several licenses, including Series 6, 7, 24, 63, and 65. Kimberly specializes in working with high-net-worth individuals, corporations, businesses, and charitable organizations. Kimberly provides a range of financial services, including financial planning, pension consulting, and portfolio management. Kimberly is dedicated to providing her clients with personalized financial advice and helping them reach 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.
Helps you choose top advisors aligned with your financial goals.
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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2
CA
07/10/2018 - Present
THE Wealth Consulting Group (Palm Desert CA)
CA
07/15/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (PALM DESERT CA)
AZ
12/12/1997 - 07/15/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/14/1997 - 12/04/1997
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/19/1995 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
CA
01/06/1992 - 05/23/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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