Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Anne Klippel is a financial advisor with over 16 years of experience in the financial services industry. Kimberly holds a Series 7, Series 6, Series 63, Series 52TO, Series 53, and Series 24 license. Kimberly is also a Registered Investment Advisor and is currently affiliated with Key Investment Services LLC. Kimberly has previously worked with several other firms including Safeguard Securities, Inc., Valmark Securities, Inc., Financial America Securities, Inc., NatCity Investments, Inc., Shepard & Vrbranac Securities, Inc., Next Advisors Inc., and Securities America, Inc. Kimberly specializes in working with individual investors and businesses. Kimberly has a proven track record of helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/27/2016 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
09/09/2014 - 10/16/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
01/14/2013 - 06/27/2014
VALMARK SECURITIES, INC. (AKRON OH)
OH
08/10/2011 - 11/06/2012
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
OH
12/18/2006 - 08/17/2007
NATCITY INVESTMENTS, INC. (AKRON OH)
OH
11/15/2001 - 11/11/2002
SHEPARD & VRBANAC SECURITIES, INC. (AKRON OH)
OH
03/20/1998 - 03/28/2000
NEXT ADVISORS INC. (GARFIELD HEIGHTS OH)
NE
01/29/1997 - 01/06/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 06/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Klippel is the right advisor for you? Invested Better is here to help.
