Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Anderson is a financial advisor with over 25 years of experience in the financial services industry. Kimberly has been a registered representative with LPL Financial LLC since 2019 and has also held positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kimberly has a Series 7, Series 63 and SIE license and is also a Certified Financial Planner. Kimberly works with individuals, families, and businesses to develop personalized financial plans and investment strategies. Kimberly is committed to providing her clients with the highest level of service and expertise.
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
NY
08/03/2021 - Present
LPL Financial LLC (PITTSFORD NY)
NY
05/10/1994 - 10/29/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PITTSFORD NY)
MN
05/10/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Anderson is the right advisor for you? Invested Better is here to help.
