Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rector Clouse is a financial advisor who has been working in the financial services industry since 1993. Kimberly is registered with Hightower Advisors, LLC and is also registered as an Investment Advisor Representative in Massachusetts. Kimberly has a diverse background in the financial services industry, having previously worked at UST Securities Corp, Goldman, Sachs & Co, Covestor, VIA Global Advisors, and AdvicePeriod, LLC. Kimberly is also a member of YPO Gold New England and serves on their Board and as head of the women's recruiting initiative.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
10/15/2024 - Present
Hightower Advisors, LLC (BROOKLINE MA)
CT
01/17/2002 - 06/07/2005
UST SECURITIES CORP. (STAMFORD CT)
NY
11/15/1999 - 03/07/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/30/1993 - 08/01/1995
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kimberly Clouse is the right advisor for you? Invested Better is here to help.
