Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Lynn Cessna is a financial advisor with over 20 years of experience in the industry. Currently, Kimberley is registered with LPL Financial LLC, where Kimberley has been employed since October 2012. Prior to that, Kimberley was employed at SWS Financial Services, Inc., Assist Investment Management Company, Inc. and LaSalle St Securities, L.L.C.. Kimberley holds Series 7, Series 63, and SIE licenses and is registered in Arizona, California, Hawaii, Illinois, Indiana, and Missouri.
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.
1
2
IL
10/09/2012 - Present
LPL Financial LLC (SPRINGFIELD IL)
IL
03/30/2012 - 09/12/2012
SWS FINANCIAL SERVICES, INC. (SPRINGFIELD IL)
IL
05/07/2004 - 03/19/2012
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (SPRINGFIELD IL)
IL
05/31/2001 - 01/26/2004
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
BC
Issued 06/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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