Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly A. Grandinetti is an active investment advisor representative with LPL Financial LLC, registered in Colorado and Texas. Kimberly has over 18 years of experience in the financial industry, having previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc.. Kimberly holds Series 6, Series 63, and Series 65 licenses. Kimberly has a broad range of experience, offering consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CO
11/30/2023 - Present
LPL Financial LLC (GOLDEN CO)
CO
01/06/2012 - 11/30/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
07/06/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DENVER CO)
IA
Issued 03/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Grandinetti is the right advisor for you? Invested Better is here to help.
