Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kent is a financial advisor with Ameriprise Financial Services, LLC. Kimberly has been in the financial industry since 2006. Kimberly holds a Series 6, Series 7, and Series 63 license and is registered with the state of Rhode Island. Kimberly specializes in providing investment advice, financial planning, and asset allocation services. She is located in the Cranston, RI office and has been with Ameriprise since August of 2016. Prior to Ameriprise, Kimberly worked for Merrill Lynch. Kimberly's experience and expertise can help you achieve your 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
RI
08/12/2016 - Present
Ameriprise Financial Services, LLC (Cranston RI)
CT
01/06/2012 - 08/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
RI
10/23/2009 - 01/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
04/11/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MA
05/03/2005 - 01/05/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/03/2005 - 01/05/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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