Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly O'Gorman is a financial advisor at LPL Financial LLC. Kimberly is registered in 18 states and holds several professional licenses, including Series 7, Series 24, Series 53, Series 63 and Series 66. Kimberly has been in the industry since 1995 and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans.
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
04/14/2022 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
09/17/2013 - 04/15/2022
J.P. MORGAN SECURITIES LLC (HINSDALE IL)
IL
05/24/2010 - 09/20/2013
PNC INVESTMENTS (CICERO IL)
IL
09/07/2004 - 05/07/2010
FIFTH THIRD SECURITIES, INC. (ORLAND PARK IL)
IL
04/01/1998 - 01/28/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NE
11/04/1997 - 04/01/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
CA
06/12/1995 - 10/29/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
01/11/1995 - 02/06/1995
HAMILTON INVESTMENTS, INC.
CA
10/25/1994 - 11/07/1994
FN INVESTMENT CENTER (SACRAMENTO CA)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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