Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mae Johnson is a financial advisor with over 20 years of experience in the industry. Kimberly is registered with the state of Washington as an Investment Advisor Representative and a Registered Representative. Kimberly is also licensed to sell insurance in Washington. Kimberly currently works with United Planners' Financial Services Of America A Limited Partner and has previously worked with KMS Financial Services, Inc. and Multi-Financial Securities Corporation. Kimberly specializes in providing financial advice to individuals, businesses, and charitable organizations. Kimberly has a strong commitment to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
09/30/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Wenatchee WA)
WA
07/29/2005 - 10/01/2020
KMS FINANCIAL SERVICES, INC. (WENATCHEE WA)
CO
11/06/1998 - 08/11/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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