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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lutes is a financial advisor with Fifth Third Securities, Inc. based in Clearwater, FL. Kimberly has been in the financial services industry since 2000. Kimberly has a wide range of experience working with clients including individuals, families, corporations, and businesses. Kimberly holds a Series 7, 6, 63 and 66 licenses. Kimberly has also passed the SIE exam. In addition to her financial advisor role, Kimberly also works as a real estate investor. Kimberly is committed to providing her clients with personalized financial guidance.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/11/2023 - Present
Fifth Third Securities, Inc. (RIVERVIEW FL)
FL
01/21/2020 - 02/12/2021
WELLS FARGO CLEARING SERVICES, LLC (SAINT PETE BEACH FL)
IL
03/18/2019 - 12/10/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
PA
09/29/2009 - 10/18/2011
WADDELL & REED, INC. (HARRISBURG PA)
PA
06/22/2009 - 09/25/2009
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
NC
01/01/2008 - 06/16/2009
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
10/24/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HIGH POINT NC)
WI
01/19/2005 - 04/11/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IN
04/17/2003 - 12/31/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
01/26/2001 - 08/01/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
10/04/2000 - 01/22/2001
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
MD
04/28/1999 - 11/30/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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