Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Walton Peaker is a financial advisor with over 12 years of experience in the financial services industry. Kimberly is a registered representative of Kestra Private Wealth Services, LLC and is licensed to offer investment advice in Missouri and other states. Kimberly is also a licensed investment advisor representative in Missouri. Kimberly’s primary focus is on providing financial advice to high-net-worth individuals and families, as well as businesses and charitable organizations. Kimberly is committed to providing her clients with personalized financial advice that is tailored to their unique needs and goals. Kimberly is a graduate of [University Name] and holds a [Degree name].
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
MO
05/09/2018 - Present
Kestra Private Wealth Services, LLC (Chesterfield MO)
MO
01/01/2008 - 05/14/2018
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
01/01/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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