Unclaimed
Kimberly Michelle Parrillo is a financial advisor at LPL Financial LLC in FAIRFIELD, NJ. Kimberly has over 20 years of experience in the financial industry and holds the Series 6 and SIE licenses. Kimberly is a registered representative of LPL Financial LLC, a registered investment advisor, and member FINRA/SIPC. LPL Financial LLC is not affiliated with the financial professional’s employing firm. Kimberly is licensed in New Jersey.
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
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
04/21/2005 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
NY
04/21/2004 - 04/11/2005
GRANITE SECURITIES, LLC (WOODBURY NY)
CA
10/02/2002 - 03/29/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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