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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Kennedy is a financial advisor with LPL Financial LLC. Kimberly has been in the financial services industry since December 2003. Kimberly has experience in various roles, including serving as a financial advisor at Presidential Brokerage, Inc. and VALIC Financial Advisors, Inc. Kimberly holds Series 6, 7, 63, and 65 licenses. Kimberly is registered with the state of Colorado and Texas and is active in several other states. Kimberly specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
03/30/2017 - Present
LPL Financial LLC (DENVER CO)
CO
07/09/2012 - 03/21/2017
PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
TX
03/13/2007 - 07/19/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
CO
05/10/2005 - 03/13/2007
FARMERS FINANCIAL SOLUTIONS, LLC (LAKE WOOD CO)
TX
01/28/2004 - 05/24/2004
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/20/2002 - 12/31/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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