Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kovacs is a financial advisor in ALPHARETTA, GA. Kimberly has been in the financial industry since 2002. Kimberly is currently registered with Merit Financial Advisors. Kimberly previously worked with LPL FINANCIAL LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., CETERA INVESTMENT SERVICES LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., TRANSAMERICA CAPITAL, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, GENERAL AMERICAN DISTRIBUTORS, INC., TRANSAMERICA CAPITAL, INC. and JANUS DISTRIBUTORS, INC..
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.
Consulting fees
1
2
GA
03/03/2021 - Present
Merit Financial Advisors (ALPHARETTA GA)
TX
02/18/2021 - 08/16/2024
LPL FINANCIAL LLC (FRISCO TX)
TX
10/14/2015 - 02/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (SHERMAN TX)
OK
05/02/2011 - 10/13/2015
CETERA INVESTMENT SERVICES LLC (DURANT OK)
CO
03/20/2007 - 06/02/2010
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
10/06/2004 - 02/20/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
03/23/2004 - 10/06/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NY
09/22/2003 - 09/28/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
CO
03/27/2001 - 07/18/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/07/2000 - 02/12/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 05/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Kovacs is the right advisor for you? Invested Better is here to help.
