Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Daniels is a financial advisor currently registered with LPL Financial LLC. Kimberly has been in the securities industry since July 2007. Kimberly is licensed to provide financial services in New Jersey. Before joining LPL Financial LLC, Kimberly was employed by WELLS FARGO ADVISORS, LLC. Kimberly has passed the Series 6, Series 7, Series 63, and Series 66 exams.
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.
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2
NJ
11/16/2015 - Present
LPL Financial LLC (PITMAN NJ)
NJ
07/24/2007 - 11/02/2015
WELLS FARGO ADVISORS, LLC (SICKLERVILLE NJ)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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