Unclaimed
Kimberly Ann Simmons is a financial advisor who has been in the industry since 2000. She is currently registered with Cambridge Investment Research, Inc. in Eden Prairie, Minnesota. Kimberly is also a Series 6 and Series 63 licensed professional. Previously, Kimberly worked for American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota.
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.
1
2
MN
05/20/2004 - Present
Cambridge Investment Research, Inc. (EDEN PRAIRIE MN)
MN
01/02/1998 - 05/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/1998 - 05/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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