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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jensen Kuyper is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Kimberly has been in the financial industry since July 28, 2001. Kimberly has a broad range of experience and expertise, and has held previous roles with UBS Financial Services Inc., and First Allied Securities, Inc. Kimberly has the following FINRA licenses: Series 7 and Series 66, and the SIE. Kimberly is registered to sell securities in 39 states and is also registered as an Investment Advisor Representative in California and Texas. Kimberly holds the SIE, Series 7 and Series 66 licenses. Kimberly also specializes in providing financial planning and investment consulting services to a diverse client base, including high-net-worth individuals, businesses, pension and profit sharing plans, corporations, insurance companies, and charitable organizations. Kimberly's primary branch location is in San Diego, CA.
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
CA
04/28/2011 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
05/03/2005 - 08/25/2006
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NJ
02/23/2001 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
09/29/2000 - 08/10/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
08/08/2000 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
FL
03/09/1999 - 08/20/1999
GSG SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 04/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
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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