Unclaimed
Kimberly Beck is a financial advisor with over 40 years of experience in the financial services industry. Kimberly is currently registered with FBL Marketing Services, LLC. Previously, Kimberly held positions at Nationwide Investment Services Corporation, Nationwide Securities, LLC, 1717 Capital Management Company, The Leaders Group, Inc., Liberty Securities Corporation, City Securities Corporation, Reliastar Financial Marketing Corp., Travelers Equities Sales, Inc., and Metropolitan Life Insurance Company. Kimberly is licensed to sell securities in Indiana.
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.
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.
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2
IN
11/20/2023 - Present
FBL Marketing Services, LLC (INDIANAPOLIS IN)
OH
11/26/2019 - 09/20/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/01/2006 - 12/05/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
IN
11/07/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CARMEL IN)
CO
06/05/1997 - 08/07/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
03/03/1997 - 04/08/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
11/15/1994 - 02/28/1997
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
WA
06/25/1990 - 11/02/1994
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
CA
03/20/1989 - 05/16/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
04/07/1983 - 05/03/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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