Unclaimed
Kimberly Flotman is a financial professional with over 20 years of experience in the financial services industry. Kimberly has been registered with Pacific Select Distributors, LLC since 2006 and previously worked with Pacific Select Distributors, Inc. from 1998 to 2001. Kimberly is a Series 6 and SIE licensed professional.
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.
1
2
CA
09/22/2006 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
06/19/1998 - 11/28/2001
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Flotman is the right advisor for you? Invested Better is here to help.