Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Weithman has been in the financial services industry since 2006. Kimberly is a registered representative with LPL Financial LLC. Kimberly has offices in Sandusky, Ohio, and New Washington, Ohio. Kimberly has been with LPL Financial LLC since August 2019 and has previous experience with PNC Investments, CUSO Financial Services, LP., and W&S Brokerage Services, Inc. Kimberly is a licensed investment advisor representative in Florida and Ohio. Kimberly has passed the Series 6, 7, 63, and 65 exams. Kimberly offers financial planning, portfolio management, and other investment advisory services to individual clients and businesses.
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.
1
2
OH
08/09/2019 - Present
LPL Financial LLC (SANDUSKY OH)
OH
10/10/2017 - 07/22/2019
PNC INVESTMENTS (SANDUSKY OH)
OH
05/01/2017 - 09/19/2017
CUSO FINANCIAL SERVICES, L.P. (Mansfield OH)
OH
11/13/2009 - 05/08/2017
PNC INVESTMENTS (NORWALK OH)
OH
07/15/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (NORWALK OH)
OH
07/31/2006 - 07/13/2009
W&S BROKERAGE SERVICES, INC. (MANSFIELD OH)
IA
Issued 02/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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