Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Kae Hamilton is a registered representative of LPL Financial LLC and has been in the financial services industry since February 27, 1984. Kimberley Kae Hamilton has held prior registrations with Voya Financial Advisors, Inc., Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, H. B. Shaine & Co., Inc., and PaineWebber Incorporated. Kimberley Kae Hamilton has passed the Series 63, Series 65, Series 7 and SIE exams.
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
MI
08/16/2021 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
02/02/2017 - 08/17/2021
VOYA FINANCIAL ADVISORS, INC. (Grand Rapids MI)
MI
06/01/2009 - 02/10/2017
MORGAN STANLEY (GRAND RAPIDS MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
NY
06/16/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/21/1986 - 06/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/26/1985 - 07/28/1986
H. B. SHAINE & CO., INC.
NA
10/19/1983 - 10/29/1984
PAINEWEBBER INCORPORATED
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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