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 Schnepp is a financial advisor currently working with Grove Point Advisors, LLC. Kimberly has been working in the financial services industry since 2009. She is registered with the state of Arizona and Maryland as a Broker-Dealer and Investment Advisor. Kimberly has held several previous positions with firms such as Northern Trust Securities, Inc., First Financial Equity Corporation, Next Financial Group, Inc., LPL Financial LLC, and AXA Advisors, LLC. Kimberly also holds several industry certifications, including the Series 4, 7, 24, 51, and 66 exams. Kimberly is a Registered Options Principal, Municipal Fund Securities Principal, and General Securities Principal.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/19/2024 - Present
Grove Point Advisors, LLC (Phoenix AZ)
AZ
02/07/2019 - 09/26/2023
NORTHERN TRUST SECURITIES, INC. (Tempe AZ)
AZ
12/07/2017 - 01/30/2019
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
03/14/2017 - 12/04/2017
NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)
CA
08/01/2012 - 05/09/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
AZ
12/11/2006 - 04/04/2012
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 08/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2019
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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