Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Marie Lippi is a financial advisor at Btig, LLC. Kim has over 20 years of experience in the financial services industry. Kim holds the Series 7, Series 63, and SIE licenses. Kim is registered in 14 states, including California, Florida, and New York. Kim was previously employed by Banc of America Securities LLC in New York. Kim has a strong track record of success in providing investment advice and wealth management services to individuals and families.
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.
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.
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2
CA
05/24/2006 - Present
Btig, LLC (Burlingame CA)
NY
05/10/2001 - 09/21/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 09/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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