Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Miller is a financial advisor registered with Robert W. Baird & Co. Inc. and has been in the industry since April 2004. Kimberly Miller holds the Series 6, 7, 9, 10, 66 licenses. In addition to being registered with the firm, Kimberly Miller is also a board member and member of the finance-investment committee for CASA, a non-profit organization. Kimberly Miller specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Kimberly Miller also specializes in providing investment management services, financial planning, and pension consulting. Kimberly Miller is licensed to provide financial advice in multiple states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
07/11/2024 - Present
Robert W. Baird & Co. Inc. (Akron OH)
OH
02/15/2013 - 07/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (AKRON OH)
OH
09/08/2009 - 02/20/2013
LPL FINANCIAL LLC (AKRON OH)
OH
04/05/2004 - 09/08/2009
MUTUAL SERVICE CORPORATION (AKRON OH)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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