Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rose Bandanza is a financial advisor registered with Osaic Institutions, Inc. Kimberly is a licensed and experienced professional who has been in the industry since 2004. Kimberly's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals. Kimberly holds the Series 6, Series 63, and SIE licenses. Kimberly has previously worked with LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Kimberly is dedicated to providing clients with personalized financial advice and guidance to help them reach 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
01/18/2024 - Present
Osaic Institutions, Inc. (Seymour CT)
CT
10/11/2011 - 01/29/2024
LPL FINANCIAL LLC (ANSONIA CT)
CT
12/03/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SEYMOUR CT)
CT
02/13/2007 - 09/04/2008
UVEST FINANCIAL SERVICES GROUP, INC. (SEYMOUR CT)
CT
04/09/2003 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (SEYMOUR CT)
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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