Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Calkins is a financial professional licensed in Washington and is currently associated with KEY Investment Services LLC. Kimberly has been in the industry since February 1, 2023. Kimberly holds the Series 63, Series 6TO and SIE licenses. Kimberly specializes in Portfolio Management for Individuals and Selection of Other Advisors. KEY Investment Services LLC is an independent broker-dealer and Registered Investment Advisor. KEY Investment Services LLC manages over $4 billion in assets for individuals and has a client base of 26,437. Kimberly's office is located in Graham, WA.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
02/02/2023 - Present
KEY Investment Services LLC (Graham WA)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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