Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Knapp Paquette is a financial advisor currently registered with LPL Financial LLC. Kimberly has been in the industry since 2019. Kimberly is also a registered representative with LPL Financial LLC and is registered in Florida. Kimberly holds the Series 6TO and SIE licenses. Kimberly's previous experience includes working as a financial advisor with VOYA FINANCIAL ADVISORS, INC. Kimberly specializes in providing financial advice to individuals, corporations, and other businesses. Kimberly's firm, LPL Financial LLC, offers a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
1
2
FL
03/16/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
12/17/2020 - 02/23/2023
VOYA FINANCIAL ADVISORS, INC. (TAMPA FL)
BC
Issued 12/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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