Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Rice is a financial professional with over five years of experience in the financial services industry. Kimberly is currently registered with LPL Financial LLC, a leading independent broker-dealer, and holds Series 6, Series 63 and SIE licenses. Kimberly has previously worked with Nationwide Securities, LLC. Kimberly is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. Kimberly is committed to building long-term relationships with her clients based on trust and understanding.
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
VA
01/05/2021 - Present
LPL Financial LLC (MIDLOTHIAN VA)
VA
11/13/2015 - 12/31/2019
NATIONWIDE SECURITIES, LLC (Midlothian VA)
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Rice is the right advisor for you? Invested Better is here to help.
