Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Martindell is a financial advisor in PORTLAND, OR. Kimberley has been working in the financial services industry since November 1994. Kimberley is currently registered with Steward Partners Investment Solutions, LLC and is also a licensed representative of Steward Partners Investment Solutions, LLC. Kimberley holds Series 63, Series 24, and Series 7 licenses. Kimberly was previously registered with M HOLDINGS SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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
OR
06/09/2023 - Present
Steward Partners Investment Solutions, LLC (PORTLAND OR)
OR
01/25/1999 - 06/05/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
09/03/1994 - 11/25/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/03/1994 - 11/25/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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