Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kay Anderson is a financial professional with over 16 years of experience in the industry. Kimberly is a registered representative with Planmember Securities Corp., based in Carpinteria, CA. She is also registered as an investment advisor representative in South Dakota. Kimberly specializes in providing investment advice to individuals, corporations, and businesses, as well as pension and profit-sharing plans. Her previous experience includes working with National Pension & Group Consultants, Inc. and Fidelity Security Life Insurance Co. Kimberly is committed to providing her clients with personalized financial advice and helping them 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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
08/30/2023 - Present
Planmember Securities Corp. (Kansas City MO)
MO
01/25/2007 - 10/31/2018
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
IA
Issued 09/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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