Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Weston is a financial advisor who has been in the industry since 1994. Currently, Kimberly is registered with Cetera Investment Advisers LLC in Cromwell, Connecticut. Kimberly is also registered in Texas. Kimberly previously worked for Voya Financial Advisors, Inc., Key Investment Services LLC, LPL Financial LLC, MetLife Securities Inc., Raymond James Financial Services, Inc., and First Albany Corporation. Kimberly holds Series 7, 24, 51, 63, and 65 licenses. Kimberly has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Kimberly provides financial planning, portfolio management, and educational seminars.
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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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (Cromwell CT)
CT
05/19/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
NY
11/16/2016 - 05/19/2020
KEY INVESTMENT SERVICES LLC (Cohoes NY)
CT
06/30/2014 - 01/20/2017
LPL FINANCIAL LLC (MANCHESTER CT)
CT
12/03/2008 - 05/06/2014
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
10/17/1994 - 05/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDDLETOWN CT)
NY
08/06/1993 - 07/06/1994
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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