Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Zan Tillinghast is a financial advisor who has been working in the industry since 1991. Kimberly has a strong background in securities, advisory, and insurance services. Kimberly is currently registered with Commonwealth Financial Network and holds licenses in 27 states. Kimberly was previously affiliated with WFG INVESTMENTS, INC., INVESTACORP, INC., and several other firms. Kimberly is also the owner and director of 'Kim Z Tillinghast Investment Services', an entity created for conducting personal accounting and tax returns.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/04/2016 - Present
Commonwealth Financial Network (Dallas TX)
TX
12/02/2011 - 11/07/2016
WFG INVESTMENTS, INC. (Dallas TX)
TX
04/20/2000 - 12/02/2011
INVESTACORP, INC. (DALLAS TX)
AZ
05/18/1993 - 04/26/2000
SPELMAN & CO., INC. (PHOENIX AZ)
NY
06/10/1992 - 05/21/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AZ
05/17/1993 - 05/17/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
09/12/1991 - 06/10/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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