Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Ramon, California. Kimberly has over 10 years of experience in the financial services industry. Kimberly holds Series 7 and 66 licenses and is a Certified Financial Planner. Kimberly previously worked at Securian Financial Services, Inc., Triad Advisors LLC, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Kimberly is registered to provide investment advice in 18 states. Kimberly specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
07/17/2018 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
11/14/2017 - 07/13/2018
TRIAD ADVISORS LLC (Pleasanton CA)
CA
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (PLEASANTON CA)
CA
06/06/2012 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)
BOTH
Issued 02/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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