Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Dawn Wunderlich is a financial advisor with Wells Fargo Clearing Services, LLC. Kimberly is registered with FINRA and has been in the industry since 2017. Kimberly has a strong track record of providing financial advice and portfolio management services to individual clients. Kimberly's areas of expertise include individual and business planning, and she is committed to helping her clients achieve their financial goals. Kimberly has a Series 7, Series 6, and Series 63 license.
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
MO
10/11/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
08/17/2015 - 09/24/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NA
09/12/1990 - 10/11/1990
TEMPLETON FUNDS DISTRIBUTOR, INC.
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1990
Series 6 - Investment Company Products/Variable Contracts 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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