Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Oros is an investment advisor representative. Kimberly has been in the industry since 2000 and currently holds registrations with NFP Retirement Inc., and CBIZ FINANCIAL SOLUTIONS, INC. Kimberly provides portfolio management for individuals and other advisory services. Kimberly Oros is also registered in 52 states and 1 IA state.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
1
2
WI
12/18/2024 - Present
NFP Retirement Inc. (Appleton WI)
OH
04/29/2019 - 02/11/2022
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
MI
02/04/2015 - 05/05/2017
M HOLDINGS SECURITIES, INC. (DETROIT MI)
MI
03/30/2006 - 02/04/2015
PRINCOR FINANCIAL SERVICES CORPORATION (SOUTHFIELD MI)
CO
06/10/2005 - 03/20/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
TX
11/18/2004 - 02/22/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/08/1998 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 10/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Oros is the right advisor for you? Invested Better is here to help.
