Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiefer? Claim Your ProfileKiefer Welch Ogburn is a financial advisor with Wells Fargo Clearing Services, LLC. Kiefer has been in the industry since May 2018 and holds Series 66, Series 7 and SIE licenses. Kiefer has been registered with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Kiefer specializes in providing financial advice to high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other businesses. Kiefer provides investment management and financial planning 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/15/2019 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
05/23/2018 - 03/26/2019
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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