Kimberly Jiang
Senior Client Service Associate at The Next Level Planning Group
- Role
- Senior Client Service Associate at The Next Level Planning Group
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Kimberly Jiang
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Experience
Senior Client Service Associate
Jan 2024 — Present · Greensboro, NC, US
As Sr. Client Service Associate, I get to help our practice bring our clients’ plans to life. Whether by opening new accounts, moving assets with precision, or carrying out a broad range of transactions for our advisors, I am here to help with experienced, friendly, and personal service.When I\'m not working, you can find me on adventures at the theme parks or at home with a good book, or with my husband Albert and furbaby Luca.Kim Jiang is an assistant to financial professionals who offer securities and investment advisory services through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here. For full disclosure see website. https://osaic.com/disclosures/indirect-compensation CRN – 61••••••••12
Education
University of South Florida
Global Business
한림대학교(Hallym University)
Exchange Student
Valencia College
Transfer
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