Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimbery? Claim Your ProfileKimbery Powell is a financial advisor with over 15 years of experience in the financial services industry. Kimbery has worked with Ameriprise Financial Services, LLC since 2018. Kimbery is registered with the state of Ohio as an Investment Advisor Representative and holds Series 6, 7, and 66 licenses. Kimbery works with a variety of clients including high-net-worth individuals, corporations, trusts, and estates. Kimbery offers a range of services including financial planning, asset allocation, 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.
Asset allocation services
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.
1
2
OH
06/22/2018 - Present
Ameriprise Financial Services, LLC (Newton Falls OH)
OH
05/07/2013 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (Newton Falls OH)
OH
10/01/2012 - 05/07/2013
J.P. MORGAN SECURITIES LLC (RAVENNA OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RAVENNA OH)
IL
03/05/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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