Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Beckman is a financial advisor with over 28 years of experience in the industry. Kimberly is currently registered as a Registered Representative with Colliers Securities LLC. Kimberly holds licenses in several states, including North Dakota and Texas. Kimberly has previously held positions with several other financial firms, including Raymond James Financial Services, Inc., LM Financial Partners, Inc., SunAmerica Securities, Inc., AAG Securities, Inc., John G. Kinnard and Company, Incorporated and AEGON USA Securities Inc. Kimberly is dedicated to providing personalized financial advice to meet the needs of her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
ND
09/15/2020 - Present
Colliers Securities LLC (BISMARCK ND)
FL
10/31/2002 - 10/06/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
10/14/1998 - 11/07/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
AZ
11/30/1995 - 10/13/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OH
05/09/1995 - 11/21/1995
AAG SECURITIES, INC. (CINCINNATI OH)
MN
07/14/1994 - 09/30/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
11/05/1993 - 06/22/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 05/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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