Kimberly Saunders (CRD# 5848080) is an Investment Advisor Representative working at Vestwyze, LLC in Orlando, FL and has over 7 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Vestwyze, Llc (formerly Hga Capital Management, Llc) | Lake Mary, FL | May 2021 - Current | 3 |
Columbia College | Orlando, FL | Feb 2017 - Current | 7 |
Gwn Securities, Inc. | Palm Beach Gardens, FL | Nov 2019 - May 2021 | 1 |
Voya Financial Advisors | Lake Mary, FL | Sep 2014 - Nov 2019 | 5 |
Golf Academy Of America | Apopka, FL | May 2013 - Dec 2018 | 5 |
Florida Technical College | Orlando, FL | Jan 2015 - Sep 2016 | 1 |
Ing Financial Partners, Inc. | Sanford, FL | Dec 2012 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
S63 | Uniform Securities State Law Examination | Apr 2018 |
- FL
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$62,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, GA, TX
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