Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. Kimberly has been in the financial services industry for over 14 years and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Kimberly has a strong track record of success in helping her clients achieve their financial goals. Prior to joining Beacon Pointe Advisors, Kimberly was a Financial Advisor at LPL Financial LLC.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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CA
08/24/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WA
08/03/2021 - 06/03/2024
PURSHE KAPLAN STERLING INVESTMENTS (Seattle WA)
WA
06/26/2009 - 08/04/2021
LPL FINANCIAL LLC (SEATTLE WA)
IA
Issued 01/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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