Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Michelle Hayes is a financial advisor registered with LPL Financial LLC. Kimberly has been working in the financial services industry since 2000. Kimberly holds Series 7, Series 63, and Series 65 licenses. Kimberly has a CFP designation. Kimberly has experience with Waddell & Reed, Cetera Advisors LLC, Raymond James Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Kimberly is located in Kansas City, Missouri.
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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
05/01/2023 - Present
LPL Financial LLC (KANSAS CITY MO)
KS
01/20/2016 - 05/13/2021
WADDELL & REED (OVERLAND PARK KS)
KS
10/14/2014 - 11/25/2015
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
04/15/2008 - 09/23/2014
WADDELL & REED (OVERLAND PARK KS)
KS
05/23/2000 - 03/31/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MA
02/21/2000 - 05/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/21/2000 - 05/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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