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 Mickavicz is a financial advisor with LPL Financial LLC. Kimberly has been in the financial services industry since February 14, 2015, and has a Series 6, Series 63 and SIE license. Kimberly is registered with the state of Pennsylvania, and is located at the LPL Financial LLC branch office in Dunmore, Pennsylvania. Prior to joining LPL Financial LLC, Kimberly was employed with Prudential Investment Management Services LLC. Kimberly offers financial planning, portfolio management and other advisory services.
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
PA
08/30/2018 - Present
LPL Financial LLC (DUNMORE PA)
PA
07/29/2014 - 02/09/2018
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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