Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jeanette Powell is an active registered representative with LPL Financial LLC. Kimberly has been in the industry since 1995 and has a strong track record of success. Kimberly is also registered to conduct business in Ohio. In addition to working with LPL Financial LLC, Kimberly has previously worked with INVEST FINANCIAL CORPORATION, SECURITIES SERVICE NETWORK, INC., MUTUAL SERVICE CORPORATION and THE HUNTINGTON INVESTMENT COMPANY. Kimberly is committed to providing her clients with personalized financial advice and guidance.
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
OH
02/14/2018 - Present
LPL Financial LLC (MIAMISBURG OH)
OH
07/24/2006 - 02/14/2018
INVEST FINANCIAL CORPORATION (MIAMISBURG OH)
OH
01/03/2006 - 07/21/2006
SECURITIES SERVICE NETWORK, INC. (MIAMISBURG OH)
MA
09/08/2000 - 12/31/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
11/08/1993 - 01/25/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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