Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Wojtyla is a financial professional with over 14 years of experience in the financial services industry. Kimberly has held positions at several firms, including CHARLES SCHWAB & CO., INC., OPTIONSXPRESS, INC. and PORTFOLIO BROKERAGE SERVICES, INC. Kimberly is currently registered with J.p. Morgan Securities LLC. Kimberly has passed several industry exams, including Series 7, Series 55, Series 4, and Series 99TO. Kimberly is also a licensed securities agent in Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
02/24/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
IL
09/25/2017 - 03/28/2018
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
08/18/2006 - 11/10/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
10/20/2003 - 08/04/2006
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2013
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Wojtyla is the right advisor for you? Invested Better is here to help.
