Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Fumo is a financial advisor with over 23 years of experience in the industry. Kimberly is currently registered with Wells Fargo Advisors Financial Network, LLC and holds Series 7, 9, 10, 63 and SIE licenses. Kimberly has previously worked with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Kimberly specializes in providing financial planning, investment consulting, portfolio management for individuals and businesses, and selection of other advisers. Kimberly's office is located in Linwood, NJ and her team manages over $154 billion in assets.
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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NJ
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
07/01/2003 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
NY
11/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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