Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Mabey Burgon is a financial advisor with over 30 years of experience in the financial services industry. Kim is currently registered with LPL Financial LLC and has been with the firm since October 2015. Prior to joining LPL Financial, Kim was affiliated with MetLife Securities Inc. and New England Securities. Kim is a registered representative in Utah and holds Series 7, 24, 63, and 65 licenses. Kim has expertise in various investment products and services, including financial planning, retirement planning, and portfolio management. Kim's commitment to providing clients with personalized and comprehensive financial advice has earned her a reputation as a trusted and reliable advisor.
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
UT
10/23/2015 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
01/02/2015 - 10/15/2015
METLIFE SECURITIES INC. (SANDY UT)
UT
03/22/1984 - 01/02/2015
NEW ENGLAND SECURITIES (SANDY UT)
IA
Issued 04/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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