Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Sue Strosnider is a financial advisor based in Marysville, Michigan. Kimberly has been working in the financial industry for over 20 years and is currently registered with Foundations Investment Advisors LLC, which is a registered investment advisor. Kimberly is also a Chartered Financial Consultant and is registered with the State of Michigan as an Investment Advisor Representative. Kimberly specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
04/19/2024 - Present
Foundations Investment Advisors LLC (Marysville MI)
MI
03/27/2009 - 10/06/2009
SUMMIT BROKERAGE SERVICES, INC. (TROY MI)
MI
03/19/2008 - 03/31/2009
MUTUAL SERVICE CORPORATION (ROMEO MI)
MI
12/04/2007 - 03/24/2008
USA FINANCIAL SECURITIES CORPORATION (MARYSVILLE MI)
MA
02/24/2005 - 12/31/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
08/30/2004 - 03/09/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MI
03/12/2004 - 08/31/2004
AUTO CLUB FUNDS, INC. (DEARBORN MI)
MN
11/01/2002 - 02/18/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
04/03/2002 - 10/03/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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