Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Verciglio is a financial advisor at Principal Securities, Inc., with over 15 years of experience in the industry. Kimberly has a strong track record of providing personalized financial guidance to individuals, families, and businesses. She is committed to helping clients achieve their financial goals, whether it's retirement planning, college savings, or wealth management. Kimberly has a wide range of experience, having previously worked at EMPOWER FINANCIAL SERVICES, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, AMERIPRISE FINANCIAL SERVICES, INC., ALLSTATE DISTRIBUTORS, L.L.C., ALLSTATE FINANCIAL SERVICES, LLC, STATE FARM VP MANAGEMENT CORP., and ONE ORCHARD EQUITIES, INC. Kimberly holds the Series 6, Series 6TO and Series 63 licenses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/15/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
04/04/2022 - 06/30/2023
EMPOWER FINANCIAL SERVICES, INC. (Dubuque IA)
NJ
08/17/2021 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IL
10/13/2016 - 06/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
05/12/2014 - 12/31/2014
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
10/03/2003 - 04/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
07/15/2003 - 10/27/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CO
09/19/2000 - 05/30/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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