Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lynne Pierce is an investment advisor representative at Slatestone Wealth LLC, located in Jupiter, FL. Kimberly has been registered with the state of Florida since September 2018. Kimberly is a Chartered Financial Analyst (CFA) and specializes in investment advisory services, financial planning, and selection of other advisors. Kimberly's previous experience includes working at Daniel Devine & Company in Parkland, FL.
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.
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.
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FL
09/24/2018 - Present
Slatestone Wealth LLC (JUPITER FL)
Active
Inactive
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