Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Coggin is a financial advisor with over 20 years of experience in the financial services industry. Kimberly is currently registered with Pacific Select Distributors, LLC and has a Series 6, 7, 63, and SIE license. Kimberly has previously held positions at FTN Financial Securities Corp, NFP Securities, Inc., CBL Equities, Inc., and Fidelity Investments Institutional Services Company, Inc.
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.
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.
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2
CA
09/08/2021 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
TN
02/14/2017 - 01/04/2018
FTN FINANCIAL SECURITIES CORP (Brentwood TN)
TN
11/16/1999 - 01/08/2009
NFP SECURITIES, INC. (BRENTWOOD TN)
TN
11/07/1995 - 06/25/1996
CBL EQUITIES, INC. (NASHVILLE TN)
RI
08/23/1994 - 12/16/1994
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 03/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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