Unclaimed
Kimberly Ann Pacheco is a financial professional with over 10 years of experience in the industry. Kimberly is currently registered with Lockton Investment Securities, LLC and holds Series 6, Series 63 and SIE licenses. Kimberly is registered in Arkansas, Massachusetts, Michigan, New York, Oklahoma, South Carolina and Texas.
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.
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.
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2
MO
10/25/2010 - Present
Lockton Investment Securities, LLC (KANSAS CITY MO)
BC
Issued 01/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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