Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Dawn Borst is a financial advisor at U.S. Bancorp Investments, Inc. Kimberly has been in the financial services industry since 1994 and has a strong track record of success in helping clients achieve their financial goals. Kimberly is committed to providing personalized financial advice and guidance to her clients. She is a highly experienced and knowledgeable advisor who is dedicated to helping her clients make informed financial decisions. Kimberly has a strong understanding of the financial markets and is committed to staying abreast of the latest industry trends. Kimberly is a trusted advisor who 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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
01/14/2021 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
IN
01/24/2018 - 04/14/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (NOBLESVILLE IN)
IL
06/09/2015 - 06/26/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IN
01/24/2012 - 06/01/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (NOBLESVILLE IN)
IL
01/21/2009 - 04/03/2013
M&I DISTRIBUTORS LLC (CHICAGO IL)
IN
07/09/2008 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (NOBLESVILLE IN)
IN
05/10/2000 - 07/10/2008
PRIMEVEST FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MN
06/08/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
03/03/1997 - 06/08/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
12/23/1993 - 02/28/1997
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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