Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Uymettler is a financial advisor with Cetera Investment Advisers LLC and has been in the financial industry since 1992. Kimberly is a Registered Representative (RR) and a Registered Investment Advisor (IA) with the firm. She is also registered to provide advisory services in several states. In addition to her work as a financial advisor, Kimberly also has her own insurance business. Kimberly has experience working in the financial services industry for over 30 years and has worked for other firms including Legacy Financial Services, Inc. and E-W Investments, Inc. Cetera Investment Advisers LLC is a financial services firm that offers a variety of financial products and services to individuals, families, and businesses. The firm has been in business for over 30 years and has a strong track record of providing high-quality financial advice.
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.
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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (LA CRESCENTA CA)
CA
04/04/1997 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (LA CRESCENTA CA)
CA
12/22/1992 - 04/08/1997
E-W INVESTMENTS, INC. (SAN GABRIEL CA)
CA
10/21/1992 - 12/18/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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