Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jo Braley is a registered representative with Wells Fargo Advisors Financial Network, LLC and has been in the industry since August 2022. Kimberly Jo Braley has experience working at Wells Fargo Advisors Financial Network, LLC and Missouri Slope. Kimberly Jo Braley holds the Series 7TO and SIE licenses and is registered in North Dakota. Kimberly Jo Braley has also held other roles at Reflections Academy, Family Dollar, Glendive Medical Center, and Livingston HealthCare. Kimberly Jo Braley specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisers, and pension consulting services to clients.
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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2
ND
11/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BISMARCK ND)
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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