Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Marie Cyr is a financial advisor with Wells Fargo Clearing Services, LLC, having over 25 years of experience in the industry. Kim is licensed to offer investment advice in several states. Kim is also a Certified Financial Planner, and has worked for several other firms, including Wachovia Securities, Inc. and Central Fidelity Securities, Inc. Kim has passed various securities exams including Series 6, 7, 9, 10, 66, and SIE. Kim has a long history of providing investment services to clients, including financial planning, portfolio management, and pension consulting.
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
VA
10/29/2003 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/20/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NE
05/08/1997 - 12/31/1997
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
BOTH
Issued 06/17/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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