Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Stewart Kimberly is a financial advisor with LPL Financial LLC, based in Dublin, OH. Keith has over 25 years of experience in the financial services industry. Keith specializes in a variety of services including financial planning, portfolio management, and insurance. Keith also has experience working with individuals, families, businesses, and retirement plans. Keith is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/19/2021 - Present
LPL Financial LLC (DUBLIN OH)
OH
01/01/2004 - 05/19/2021
VOYA FINANCIAL ADVISORS, INC. (DUBLIN OH)
IA
09/10/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
01/21/1999 - 09/12/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
04/21/1998 - 01/22/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/14/1995 - 04/03/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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