Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Stires is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kim has been working in the financial industry since 1978. Kim is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative (Series 7 and Series 63) and a general securities principal (Series 24). Kim is also a registered investment advisor (Series 65) and a licensed investment advisor in Texas and New Jersey. Kim Stires is a financial advisor with over 40 years of experience in the financial services industry. Kim provides a wide range of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning. Kim is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
NJ
01/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WARREN NJ)
NJ
07/01/2003 - 01/23/2023
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NY
03/26/1981 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 04/26/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/01/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 03/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1987
PC - AMEX Put and Call Exam
BC
Issued 11/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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