Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rapuano is a financial professional with over 20 years of experience in the financial services industry. Kimberly is currently a registered representative with LPL Financial LLC, where she is focused on providing comprehensive financial advice to individuals, families, and businesses. Previously, Kimberly worked with other well-known firms such as Cetera Advisor Networks LLC, Private Client Services, LLC, and Raymond James Financial Services, Inc. Kimberly specializes in financial planning, portfolio management, and retirement planning. Kimberly holds the Series 7, Series 24, Series 52TO, and Series 99TO licenses. Kimberly has a strong commitment to providing her clients with personalized financial guidance and helping them 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.
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.
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2
SC
05/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
SC
01/24/2024 - 02/21/2024
CETERA ADVISOR NETWORKS LLC (COLUMBIA SC)
SC
02/28/2023 - 11/30/2023
PRIVATE CLIENT SERVICES, LLC (West Columbia SC)
SC
04/22/2019 - 03/02/2023
CETERA ADVISOR NETWORKS LLC (LEXINGTON SC)
FL
04/04/2017 - 11/16/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
12/13/2006 - 04/05/2017
M HOLDINGS SECURITIES, INC. (DAYTONA BEACH FL)
FL
02/20/2006 - 09/28/2006
TRIAD ADVISORS, INC. (NAPLES FL)
TN
02/04/2003 - 07/06/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IL
09/22/2000 - 02/05/2003
REGAL DISCOUNT SECURITIES, INC. (GLENVIEW IL)
MN
08/24/2000 - 10/02/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/2000 - 10/02/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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