Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Bartholomew is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC, a firm that provides a wide range of financial services to individuals and institutions. Kimberly is a Series 7 and Series 24 licensed professional, and holds the SIE exam certification. She has been in the financial industry since 2015. Kimberly was previously employed at Sepulveda Distributors LLC. Kimberly is currently registered with FINRA and is located in the Los Angeles, California branch office.
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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CA
12/15/2022 - Present
SUN Life Institutional Distributors (u.s.) LLC (LOS ANGELES CA)
CA
09/08/2015 - 12/02/2022
SEPULVEDA DISTRIBUTORS LLC (LOS ANGELES CA)
BC
Issued 10/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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