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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 St pierre is a financial advisor in Plymouth Meeting, PA. Kimberly has been a registered representative since May 1998, and has been a registered investment advisor since November 2003. Kimberly is associated with Ameriprise Financial Services, LLC. Kimberly Ann St pierre works with individuals, trusts, corporations, and other clients. Kimberly Ann St pierre has experience in providing financial planning, portfolio management, and asset allocation services. Kimberly Ann St pierre is licensed in 34 states. Kimberly Ann St pierre has a broad range of experience in the financial services industry.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/19/2012 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
MN
05/08/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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