Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Le Woznicki is a financial professional with over 16 years of experience in the industry. Kimberly is currently registered with Private Advisor Group, LLC in Kentucky. Kimberly has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Kimberly has experience with financial planning, portfolio management, and retirement planning. Kimberly is committed to providing her clients with personalized financial advice and guidance to help 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
KY
06/30/2014 - Present
Private Advisor Group, LLC (OWENSBORO KY)
KY
01/23/2008 - 07/24/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (OWENSBORO KY)
IN
07/20/2006 - 03/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TELL CITY IN)
BOTH
Issued 08/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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