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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Palladino is a financial advisor with Truist Advisory Services, Inc. Kimberley has been in the financial services industry since June 28, 2010. Kimberley specializes in retirement planning, investment planning, and estate planning. Kimberley has a strong understanding of the financial markets and can help clients develop a financial plan that meets their individual needs. Kimberley is a registered representative and investment advisor representative in several states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/14/2017 - Present
Truist Advisory Services, Inc. (CHAPEL HILL NC)
NC
07/05/2011 - 07/25/2013
LPL FINANCIAL LLC (CARY NC)
NC
06/28/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CARY NC)
BOTH
Issued 11/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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