Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Surber is a financial advisor with J. W. Cole Advisors, Inc., based in Tampa, Florida. Kimberly has been a registered financial advisor for over 20 years, holding various licenses and registrations, including Series 7, Series 63, and Series 65. Kimberly is also a Certified Financial Planner (CFP) and offers a range of services to individuals, corporations, and charitable organizations. These services include financial planning, portfolio management, and educational seminars. Kimberly previously worked with The Strategic Financial Alliance, Inc., in Murrieta, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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
FL
07/12/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
10/31/2003 - 10/09/2017
THE STRATEGIC FINANCIAL ALLIANCE, INC. (MURRIETA CA)
GA
11/12/2001 - 11/22/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
KS
09/25/2000 - 11/27/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
WI
10/27/1998 - 09/21/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
04/16/1998 - 07/28/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/16/1998 - 07/28/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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