Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Wrzesniewski is a financial advisor currently registered with Fidelity Brokerage Services LLC. Kimberley has been active in the industry since June 6, 2008 and has a strong track record of providing investment advice to clients. Kimberley holds Series 7 and Series 63 licenses and is also registered in 26 states. Before joining Fidelity Brokerage Services LLC, Kimberley was employed by GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc.
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.
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.
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2
KY
03/31/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
CO
09/02/2014 - 01/25/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
04/04/2008 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 07/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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