Unclaimed
Kimberly Viner Place is an active investment advisor representative registered with Pruco Securities, LLC. Kimberly has been in the financial services industry since 2004 and has held various positions at several firms including OSAIC INSTITUTIONS, INC., HORNOR, TOWNSEND & KENT, INC., METLIFE SECURITIES INC., and LINCOLN FINANCIAL SECURITIES CORPORATION. Kimberly has a strong track record of success in helping clients achieve 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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
NH
05/30/2024 - Present
Pruco Securities, LLC (Dover NH)
NH
02/26/2018 - 05/24/2024
OSAIC INSTITUTIONS, INC. (CONCORD NH)
NH
10/16/2012 - 03/01/2018
HORNOR, TOWNSEND & KENT, INC. (CONCORD NH)
NH
02/01/2011 - 10/24/2012
METLIFE SECURITIES INC. (MANCHESTER NH)
NH
11/01/2004 - 01/21/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
CA
01/21/2004 - 11/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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