Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lacour is a financial advisor with Fidelity Personal and Workplace Advisors. Kimberly has been in the financial services industry since 1993. Kimberly has a strong background in providing financial advice to individuals, families, and businesses. Kimberly is also a Certified Financial Planner. Fidelity Personal and Workplace Advisors is a leading provider of financial advice and investment management services. The firm provides a wide range of services, including financial planning, retirement planning, and investment management. Kimberly is dedicated to helping her 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/28/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
TX
06/09/2003 - 04/14/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
08/24/2000 - 12/18/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/14/1999 - 07/25/2000
MERCER ALLIED COMPANY, L.P. (COHOES NY)
TX
03/29/1993 - 04/21/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/09/1992 - 02/16/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
CO
04/19/1991 - 01/09/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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