Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Bitcon is a financial professional with over 28 years of experience in the financial services industry. Kimberly has held positions at a number of firms, including Wells Fargo Securities, LLC, First Clearing, LLC, and Fidelity Brokerage Services, Inc. Kimberly currently holds Series 6, 7, 99, and SIE licenses and has been registered with FINRA since 1993. Kimberly is currently associated with Wells Fargo Securities, LLC in Charlotte, North Carolina.
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.
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.
1
2
NC
08/30/2016 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MO
03/18/2015 - 08/19/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
RI
08/09/1993 - 09/03/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 99 - Operations Professional Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Bitcon is the right advisor for you? Invested Better is here to help.
