Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kile? Claim Your ProfileKile Clawson is a financial advisor with Wells Fargo Clearing Services, LLC, with over 5 years of experience in the financial services industry. Kile has a strong track record of success in providing investment advice to individual and institutional clients. Kile is also registered as an investment advisor representative with the state of California. Kile holds the Series 7 and Series 66 licenses.
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.
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2
CA
08/05/2024 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
01/05/2024 - 07/03/2024
EQUITABLE ADVISORS, LLC (IRVINE CA)
UT
10/26/2021 - 11/21/2023
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
04/12/2019 - 02/17/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/12/2018 - 12/07/2018
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 11/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
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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