Kimberly R. Coggin
Professional summary
Kimberly Reinschmidt Coggin, who also goes by Kimberly Coggin, Kimberly Ann Reinschmidt, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1994. Kimberly has worked at 5 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kimberly Reinschmidt Coggin's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 8, 2021 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660February 14, 2017 - January 4, 2018
FHN FINANCIAL SECURITIES CORP.
November 16, 1999 - January 8, 2009
KESTRA INVESTMENT SERVICES, LLC
November 7, 1995 - June 25, 1996
CBL EQUITIES, INC.
August 23, 1994 - December 16, 1994
FIDELITY DISTRIBUTORS COMPANY LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 9/8/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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