Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Wingett-bertrand is a financial professional registered with National Financial Services LLC and has been in the industry since October 1, 2019. Kimberly has a Series 6, 7, 24, 63, 99, and SIE license. Kimberly has previously been employed with State Farm VP Management Corp. and NYLIFE Securities LLC.
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.
1
2
NM
04/12/2021 - Present
National Financial Services LLC (ALBUQUERQUE NM)
IL
02/27/2014 - 04/20/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OR
08/23/2013 - 01/09/2014
NYLIFE SECURITIES LLC (PORTLAND OR)
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2021
Series 99TO - Operations Professional Examination
BC
Issued 08/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kimberly Wingett-bertrand is the right advisor for you? Invested Better is here to help.
