Unclaimed
Kimberly Crnkovich is a financial advisor with Cambridge Investment Research, Inc. Kimberly has been in the financial services industry since June 2003 and has experience with a variety of firms, including Wells Fargo Advisors, LLC, Morgan Stanley, and D.M. Kelly & Company. Kimberly is registered with the state of Iowa and holds the Series 7, Series 63, and SIE licenses. Kimberly is committed to providing her clients with personalized financial advice and guidance.
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
IA
10/20/2018 - Present
Cambridge Investment Research, Inc. (West Des Moines IA)
IA
12/12/2016 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
07/30/2015 - 11/25/2016
D.M. KELLY & COMPANY (DES MOINES IA)
IA
01/02/2014 - 06/02/2015
MORGAN STANLEY (WEST DES MOINES IA)
IA
04/17/2003 - 11/18/2013
WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)
MN
03/30/2000 - 06/08/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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