Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Michele Crowley is a financial advisor with Cerity Partners LLC. Kimberly has been in the financial industry for over 28 years. Kimberly is registered with the state of Pennsylvania. Kimberly's past experience includes roles at PCS Securities, Inc., Mutual Service Corporation, The Codrick Financial Group, Inc., and Edward D. Jones & Co., L.P. Kimberly holds the Series 3, Series 7, and Series 63, and Series 65 licenses. Cerity Partners LLC has been in business for over 25 years and provides financial planning, portfolio management, and investment advisory services to individuals, families, and institutions.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/13/2022 - Present
Cerity Partners LLC (NEW YORK NY)
CA
06/23/1998 - 11/11/1998
PCS SECURITIES, INC. (SAN DIEGO CA)
MA
02/05/1996 - 07/19/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
04/19/1995 - 10/23/1995
THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)
MO
11/23/1994 - 02/06/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1999
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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