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 Orlando is a financial advisor with LPL Financial LLC in Los Angeles, California. Kimberly has been in the financial industry since 2004 and has experience with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly is registered with FINRA and the state of California as a securities broker and an investment advisor representative. Kimberly specializes in providing financial advice to individuals and businesses. Kimberly's expertise includes investment planning, retirement planning, college savings, and estate planning.
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
CA
10/24/2023 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
03/15/2018 - 08/11/2023
MORGAN STANLEY (Los Angeles CA)
CA
02/23/2004 - 03/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 04/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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