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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kay Berg is a financial advisor at Ameriprise Financial Services, LLC. Kimberly has been in the industry since 1994 and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 63 licenses. Kimberly's expertise includes financial planning, investment management, and retirement planning. Kimberly has a passion for helping her clients 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OR
05/15/2015 - Present
Ameriprise Financial Services, LLC (Salem OR)
OR
01/05/1998 - 05/21/2015
LPL FINANCIAL LLC (KEIZER OR)
CA
03/14/1994 - 12/31/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
10/26/1993 - 11/24/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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