Unclaimed
Kimberly Kiff is a registered representative with Santander Securities LLC. Kimberly has been in the financial services industry for 17 years. She has experience in securities industry essentials, investment company products/variable contracts representative and Uniform Securities Agent State Law Examination. Kimberly has been with Santander Securities LLC since 2012. Prior to that, Kimberly was registered with LPL FINANCIAL LLC from 2008 to 2012 and with IFMG SECURITIES, INC. from 2005 to 2008. Kimberly holds a Series 6 and Series 63 licenses and is registered in Massachusetts. Kimberly specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Kimberly is currently licensed to work in the state of Massachusetts.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/19/2012 - Present
Santander Securities LLC (Plainville MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (PLAINVILLE MA)
MA
03/24/2005 - 05/27/2008
IFMG SECURITIES, INC. (PLAINVILLE MA)
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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