Kimberly Anne Arnesen

Current Employers

Employment History

• 05/2009 → 07/2021
  Lpl Financial, Llc
  Seattle, WA
• 07/2007 → 07/2021
  Rainier Financial Group
  Seattle, WA
• 08/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2021 → Present
  Beacon Pointe Advisors, Llc
  Seattle, WA

Previous Registrations

• 2013-01-07 → 2021-08-17
  Rainier Financial Group, Inc.
  Seattle, WA

Other Businesses

1) PKS Financial. Investment Related. Located at 80 State Street, Albany NY 12207. Nature - Fixed Insurance and Annuity Business. Position - Agent. Start 08/2021. 4 hours per month, 4 hours during trading hours. Duties - sell Fixed Insurance and Annuities. 2) Notary Public. Not Investment related. Located at See Branch Office location in section 1. Nature - notarizing documents for clients, or others as needed. Position - Notary. Start - 06/2021. 1 hour per month, 1 hour during trading hours. Duties - notarizing documents for clients and prospects. 3) Beacon Pointe Advisors. Investment related. Located at See Branch Office location in section 1. Nature - Financial Planning, Investment management. Position - Senior Wealth Advisor. Start - 08/2021. 170 hours per month, 108 hours during trading hours. Duties - Client relationship management, financial planning, investment management and research

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-04
• S63 Uniform Securities Agent State Law Examination
  2009-08-28

Designations

Other Names

• Kimberly Anne Hagen