Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Young is a registered representative with Wells Fargo Clearing Services, LLC. Kimberly has been in the securities industry since 2014. Kimberly's experience includes working with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Kimberly is licensed to sell securities in California and Colorado. Kimberly holds the Series 6, 7TO, 63, and 66 securities licenses. Kimberly is also registered as an Investment Advisor Representative (IAR) in Colorado. Kimberly is a sales associate with Lane Bryant. Kimberly is also the treasurer for the Jefferson Green HOA and is affiliated with KC and Associates. Kimberly has a special focus on financial planning, portfolio management, and selection of other advisers for both individuals and businesses.
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
CO
08/30/2021 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
CO
08/29/2014 - 07/14/2015
WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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