Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mcclure is a financial advisor who has been in the industry since 2000. Kimberly is registered with Cetera Investment Advisers LLC. Kimberly holds a Series 6, Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Kimberly has experience in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Kimberly also works with clients in Arizona, Colorado, Georgia, Kentucky, Louisiana, Nevada, and Texas.
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.
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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TX
08/10/2023 - Present
Cetera Investment Advisers LLC (TYLER TX)
TX
11/10/2000 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TYLER TX)
IA
Issued 12/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/9/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/9/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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