Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Michele Costill is an investment advisor representative with Steward Partners Investment Advisory, LLC. Kimberly has been in the financial industry since June 1, 1998 and has experience with several firms including Morgan Stanley, Wells Fargo Advisors, LLC and UBS Financial Services Inc. Kimberly has worked at Steward Partners Investment Advisory, LLC since May 2023. Kimberly has a strong background in financial planning and portfolio management. Kimberly is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
OR
12/12/2024 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
CA
08/06/2012 - 04/28/2022
MORGAN STANLEY (Fresno CA)
UT
01/03/2011 - 07/26/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/03/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
09/12/2003 - 11/01/2010
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
MO
11/07/2000 - 05/07/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
03/02/1998 - 10/26/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
11/06/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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