Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Monnahan is a financial advisor with LPL Financial LLC, based in Edmonds, Washington. Kimberly has been in the industry since 1994 and holds both Series 6 and Series 7 securities licenses, as well as a Series 63 and Series 65 license. Kimberly has a strong track record of providing financial planning and investment advice to individuals, businesses, and institutions. Kimberly is committed to helping clients achieve 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.
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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2
WA
05/31/2024 - Present
LPL Financial LLC (EDMONDS WA)
WA
08/12/2022 - 12/21/2022
AMERIPRISE FINANCIAL SERVICES, LLC (KIRKLAND WA)
WA
11/12/2007 - 12/01/2010
NORTHERN TRUST SECURITIES, INC. (SEATTLE WA)
WA
02/01/2005 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
KS
10/27/1997 - 11/03/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
09/29/1994 - 10/29/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 05/25/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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