4 Critical Social Security Facts

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Kimberly Doleman holds the Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law) registrations. She receives normal and customary commission-based income as a Registered Representative with the broker-dealer; commission-based income as a Licensed Life, Health, and Variable Annuity Agent; and normal and customary fee-based investment management/advisory income. Kim Doleman is a Licensed Life, Health, and Variable Annuity Agent (Colorado Agent # 387930, California Agent # 0K79812). Kim Doleman does not receive any compensation for her activities involving free educational seminar programs. Kim Doleman is compensated on an hourly basis for her position as a practicing Registered Nurse, Medical Surgical Board Certified (2006-2019) at local Denver and surrounding area hospitals for the state of Colorado.

Derick Harris holds the Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) registrations and is an Investment Advisor Representative. He receives commission-based income as a Licensed Life and Health Agent; and normal and customary fee-based investment management/advisory income. Derick Harris is a Licensed Life and Health Agent (Utah Agent # 243122). Derick Harris also holds his ChFC®, CDFA®, and CRPC® designations. Derick Harris does not receive any compensation for his activities involving free educational seminar programs.

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