Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jackson fernandez is an investment advisor representative at Wells Fargo Clearing Services, LLC. Kimberly has been in the securities industry since 2001. Kimberly is registered with the Securities and Exchange Commission and has licenses in the state of Florida and Texas. Kimberly holds a Series 63, 66 and 7 license as well as the SIE exam. Kimberly previously worked at G.F. Investment Services, LLC, Ameriprise Financial Services, Inc., and RBC Capital Markets, 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.
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
FL
09/02/2015 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
FL
03/16/2015 - 07/21/2015
G.F. INVESTMENT SERVICES, LLC (WESLEY CHAPEL FL)
FL
01/01/2013 - 02/04/2014
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
WI
11/16/2011 - 07/27/2012
SII INVESTMENTS, INC. (APPLETON WI)
FL
10/11/2011 - 07/17/2012
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/09/2009 - 08/01/2011
RBC CAPITAL MARKETS, LLC (TAMPA FL)
FL
07/10/2007 - 10/09/2009
J. B. HANAUER & CO. (TAMPA FL)
FL
08/12/2004 - 06/15/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
04/09/2001 - 11/26/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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