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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 Martin is a financial advisor with LPL Financial LLC based in PALM CITY, FL. Kimberly has been in the financial industry since May 10, 1990. Kimberly Ann Martin is registered with FINRA and the state of Florida and South Carolina as a Registered Representative and Investment Advisor Representative. Previously, Kimberly Ann Martin was employed by REHMANN FINANCIAL NETWORK, LLC, ROYAL ALLIANCE ASSOCIATES, INC., PURSHE KAPLAN STERLING INVESTMENTS, FNB BROKERAGE SERVICES, INC., MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and LEGG MASON WOOD WALKER, INCORPORATED. Kimberly Ann Martin has a Series 7, 31, 66 and SIE licenses and is also a Chartered Financial Consultant.
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
FL
10/24/2023 - Present
LPL Financial LLC (PALM CITY FL)
FL
01/17/2017 - 09/11/2023
REHMANN FINANCIAL NETWORK, LLC (Stuart FL)
FL
10/26/2015 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (STUART FL)
FL
07/14/2009 - 10/27/2015
PURSHE KAPLAN STERLING INVESTMENTS (STUART FL)
FL
01/09/2003 - 09/14/2007
FNB BROKERAGE SERVICES, INC. (STUART FL)
NY
01/10/2001 - 01/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/02/1996 - 01/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
01/11/1996 - 06/28/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/19/1989 - 10/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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