Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Bryan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kimberly has been in the industry since November 1999 and has held various roles, including those at Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Kimberly is registered with FINRA and holds the Series 7, Series 63 and SIE licenses. Kimberly is licensed in 32 states and serves clients in a variety of areas, including individuals, businesses, and institutions. Kimberly has a strong track record of providing financial advice and guidance to her clients.
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
IN
06/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
06/09/2004 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
TX
11/04/1999 - 05/25/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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