Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lewis is an advisor with Avantax Investment Services, Inc. She is registered with FINRA as an Investment Advisor Representative. Kimberly's professional experience in the financial services industry spans over six years. Kimberly holds the Securities Industry Essentials Examination (SIE) and the Series 99 license.
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.
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.
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2
TX
06/15/2016 - Present
Avantax Investment Services, Inc. (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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