Unclaimed
Kim Marie Ofstie is a registered representative with Securian Financial Services, Inc. based in Saint Paul, Minnesota. Kim has been in the financial services industry since February 23, 1998 and holds Series 63, Series 7, Series 24 and SIE licenses. Kim is also registered in Minnesota. Kim was previously employed at CRI SECURITIES, LLC and WORTHMARK FINANCIAL SERVICES, LLC.
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.
1
2
MN
02/24/1998 - Present
Securian Financial Services, Inc. (ST PAUL MN)
MN
02/24/1998 - 12/31/2020
CRI SECURITIES, LLC (ST PAUL MN)
MN
03/10/2000 - 02/10/2003
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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