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 Streff is a financial advisor with over 30 years of experience in the financial services industry. Kimberly has held positions at Strong Investments, Inc., Affiliated Investment Securities, Inc., and Wells Fargo Funds Distributor, LLC. Kimberly is currently registered with Wells Fargo Clearing Services, LLC, where she provides a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and investment consulting services to institutional clients. Kimberly is also a licensed Investment Advisor Representative in the state of Texas and Wisconsin.
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
WI
12/09/2019 - Present
Wells Fargo Clearing Services, LLC (WEST BEND WI)
WI
04/23/2005 - 11/02/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
11/28/1988 - 04/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NA
03/22/1988 - 11/18/1988
AFFILIATED INVESTMENT SECURITIES, INC.
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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