Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Marmalich is a Partner/CPA at ALEXANDER, VAN LOON, SLOAN, LEVENS & FARVE PLLC and has been in the industry since 2019. Kimberly is a Registered Investment Advisor (IA) with Stratos Wealth Partners, Ltd., where Kimberly is licensed in Mississippi. Kimberly has experience with Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management.
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.
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.
Percentage of assets under management with third party managers
1
2
MS
01/02/2024 - Present
Stratos Wealth Partners, Ltd. (Gulfport MS)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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