Unclaimed
Kimelton Madrigal Kim is a registered investment advisor representative with Park Avenue Securities LLC. Kimelton has been in the financial services industry for over 3 years, and is licensed to provide investment advice in Arizona, California, Missouri, Texas, and Washington. Kimelton specializes in financial planning, portfolio management for individuals, and selection of other advisors. Kimelton offers educational seminars and is also licensed to provide life insurance services.
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.
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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CA
02/16/2023 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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