Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Gildea is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Kimberly is a Certified Financial Planner and has been in the industry since 1984. Kimberly has been with Wells Fargo Advisors Financial Network, LLC since 2021. Kimberly has held previous positions at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated and Anchor National Financial Services, Inc.. Kimberly specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisers.
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
PA
10/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (DUNCANSVILLE PA)
PA
01/26/2007 - 10/07/2021
WELLS FARGO CLEARING SERVICES, LLC (HOLLIDAYSBURG PA)
PA
01/20/1995 - 02/01/2007
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
NJ
01/28/1995 - 03/23/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/07/1988 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/11/1985 - 07/12/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/22/1983 - 10/08/1984
IDS MARKETING CORPORATION
IA
Issued 01/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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