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 Trimmer is a financial advisor at LPL Financial LLC. Kimberly has been in the financial services industry since 2004. Kimberly holds the Series 6, 7, 63, and 66 licenses and the SIE designation. Kimberly specializes in working with individuals, corporations, and charitable organizations.
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.
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NJ
04/26/2023 - Present
LPL Financial LLC (BASKING RIDGE NJ)
NJ
05/04/2016 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hackensack NJ)
NJ
03/10/2011 - 05/09/2016
ESSEX NATIONAL SECURITIES, LLC (TEANECK NJ)
NJ
05/27/2008 - 12/13/2010
LPL FINANCIAL CORPORATION (WEST CALDWELL NJ)
NJ
11/01/2007 - 05/27/2008
IFMG SECURITIES, INC. (MORRIS PLAINS NJ)
NJ
04/19/2006 - 08/22/2007
PNC INVESTMENTS (SPARTA NJ)
NY
06/07/2004 - 03/24/2006
IFMG SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 09/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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