Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Wade is a financial advisor at Cetera Advisor Networks LLC. Kimberly has been working in the financial industry since 2007. Kimberly is registered with the state of Ohio and holds the Series 6, Series 63 and SIE licenses. Kimberly specializes in providing investment advice and financial planning services.
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.
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.
1
2
OH
09/20/2019 - Present
Cetera Advisor Networks LLC (Kettering OH)
OH
08/18/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (DAYTON OH)
OH
05/03/2007 - 08/19/2009
MUTUAL SERVICE CORPORATION (DAYTON OH)
BC
Issued 05/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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