Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ripoll is a financial advisor who has been in the industry since 1995. Kimberly is currently registered with U.S. Capital Wealth Advisors, LLC, and has been with the firm since 2021. Kimberly provides a range of financial planning and investment advisory services to individuals and businesses. Kimberly's previous experience includes working with RBC Capital Markets, LLC and Wells Fargo Advisors, LLC. Kimberly is also a Certified Financial Planner.
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.
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
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
05/28/2014 - 05/22/2019
RBC CAPITAL MARKETS, LLC (SUGAR LAND TX)
TX
07/01/2008 - 05/30/2014
WELLS FARGO ADVISORS, LLC (KATY TX)
TX
04/25/2002 - 07/07/2008
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
NY
06/11/2001 - 04/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
11/20/1995 - 06/05/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 09/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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