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 Doleman is an investment advisor representative with Portside Wealth Group, LLC. Kimberly has been in the industry since 2011 and has experience working with clients including individuals, high-net-worth individuals, corporations, charities, pension and profit sharing plans. Kimberly holds a Series 7 and Series 66 license and works with clients on financial planning, portfolio management, and selection of other advisors. Kimberly is a Registered Nurse with Advent Health as well and has worked there since 2005.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CO
06/08/2023 - Present
Portside Wealth Group, LLC (Lakewood CO)
CO
02/28/2019 - 05/17/2023
DFPG INVESTMENTS, LLC (LAKEWOOD CO)
CO
07/28/2015 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (Denver CO)
CO
03/09/2015 - 08/03/2015
ROYAL ALLIANCE ASSOCIATES, INC. (DENVER CO)
CO
07/25/2011 - 07/01/2015
FIRST MIDWEST SECURITIES, INC. (DENVER CO)
BOTH
Issued 02/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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