Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly C Shepp is a financial advisor at LPL Financial LLC. Kimberly has been working in the financial industry since 1984. Kimberly is licensed to provide financial advice in Illinois, Indiana, Michigan, and Wisconsin. She has experience providing financial advice to a variety of clients, including individuals, businesses, and charitable organizations. Kimberly is committed to helping her 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
IL
10/19/2018 - Present
LPL Financial LLC (CHICAGO IL)
IL
01/04/1999 - 10/21/2018
CETERA ADVISOR NETWORKS LLC (CHICAGO IL)
CT
10/15/1993 - 02/02/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
GA
05/02/1990 - 12/31/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
05/15/1989 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
CT
08/23/1984 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NJ
07/25/1989 - 04/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/22/1989 - 09/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/04/1987 - 01/21/1989
MARSH & MCLENNAN SECURITIES CORPORATION
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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