Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Zurita Strieby is a financial professional who has been active in the industry since 2016. Kimberly is currently registered with Transamerica Retirement Advisors, LLC in Phoenix, Arizona. Previously, Kimberly was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly holds a Series 66, Series 10, Series 9, and Series 7TO securities licenses. Kimberly is also a Registered Investment Advisor (RIA) in Arizona. Kimberly specializes in providing financial advice to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
09/06/2024 - Present
Transamerica Retirement Advisors, LLC (Phoenix AZ)
AZ
12/05/2013 - 11/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
05/06/2013 - 05/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 06/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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