Kimberly Annette De Jesus
Professional Summary
Kimberly Annette De Jesus, who also goes by Kim A Cyran, Kim Annette Cyran, Kim Cyran, Kimberly A Cyran, Kimberly Annette Cyran, Kimberly Cyran, Kim Annette Jetton, Kim Jetton, Kimberly A Jetton, Kimberly Annette Jetton, was a registered financial advisor. Kimberly was a previously registered financial professional and started their career in finance 2001 - 2017. Kimberly had worked at 9 firms and has passed the SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kim A Cyran, Kim Annette Cyran, Kim Cyran, Kimberly A Cyran, Kimberly Annette Cyran, Kimberly Cyran, Kim Annette Jetton, Kim Jetton, Kimberly A Jetton, Kimberly Annette Jetton
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCE CAPITAL SERVICES, INC.
Contact Information
Established
Michigan since 08/05/1986Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ADVANCE CAPITAL GROUP, INC. | HOLDING COMPANY | — |
| CAPPELLI, ROBERT JOSEPH | DIRECTOR | 1633880 |
| HARKLEROAD, KATHY JO | VICE PRESIDENT, CCO, SECTY. | 2128508 |
| KATYNSKI, JULIE ANN | VICE PRESIDENT-FINANCE, ASST. SECTY. | 2610072 |
| RATHKA, RAYMOND AUGUST | DIRECTOR | 1633889 |
| SHOEMAKER, JOHN CALVIN | DIRECTOR | 1633885 |
| THEISEN, JOSEPH ROBERT | PRESIDENT | 4275238 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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