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 an Investment Advisor Representative who has been in the financial services industry since 1994. Kimberly is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management, in Cromwell, Connecticut. Kimberly has previously been registered with Voya Financial Advisors, Inc., Key Investment Services LLC, LPL Financial LLC, MetLife Securities Inc. and Raymond James Financial Services, Inc. Kimberly holds FINRA Series 7, 24, 51, 63 and 65 licenses and has received numerous certifications related to securities and investment advice. Kimberly's areas of expertise include providing financial planning services, pension consulting, and educational seminars. Kimberly has over 30 years of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Cromwell, CT
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 9/1/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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