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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Meetze Norris is a financial advisor associated with LPL Financial LLC in Fort Mill, South Carolina. Kimberly has been in the financial services industry for over 20 years, having started her career with First Southeast Investor Services, Inc. in Charleston, South Carolina. Kimberly holds multiple industry licenses and qualifications, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. She is licensed to provide financial advice and services in South Carolina. Kimberly works with a wide range of clients, including individuals, families, corporations, and charitable organizations.
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
SC
10/27/2017 - Present
LPL Financial LLC (FORT MILL SC)
SC
10/28/2003 - 08/29/2017
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
BC
Issued 02/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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