Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberli? Claim Your ProfileKimberli Victorine has been a registered representative in the securities industry since 1986. Kimberli Victorine currently works for Stifel, Nicolaus & Company, Inc., where she is a registered representative. Kimberli Victorine previously worked for Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Kimberli Victorine is registered in 34 states. Kimberli Victorine specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Kimberli Victorine has a strong background in the securities industry and is dedicated to providing her clients with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CA
12/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (CHICO CA)
CA
01/01/2008 - 12/22/2009
WELLS FARGO ADVISORS, LLC (CHICO CA)
CA
09/29/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICO CA)
NA
03/19/1986 - 11/04/1986
FIRST AFFILIATED SECURITIES, INC.
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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