Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Payne is a financial advisor with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Kimberly has been in the financial industry since 2019 and is registered with FINRA and the state of Minnesota. Kimberly's previous experience includes roles at Ameriprise Financial Services, LLC, Securian Financial Services Inc and CETERA Investment Services LLC. Kimberly offers a range of financial planning and investment services, including portfolio management, retirement planning, and college savings. Kimberly is committed to helping clients achieve their 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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
10/09/2023 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
08/14/2023 - 09/27/2023
CETERA ADVISORS LLC (SAINT PAUL MN)
MN
08/14/2023 - 09/27/2023
CETERA FINANCIAL SPECIALISTS LLC (SAINT PAUL MN)
MN
08/14/2023 - 09/27/2023
CETERA INVESTMENT SERVICES LLC (SAINT PAUL MN)
MN
08/10/2023 - 09/27/2023
CETERA ADVISOR NETWORKS LLC (SAINT PAUL MN)
MN
10/01/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
05/06/2020 - 07/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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