Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Eskelson is a financial advisor with Wells Fargo Clearing Services, LLC. Kimberly has been working in the industry since 2011. Kimberly has a Series 7 and Series 66 license. Kimberly has been registered with Wells Fargo Clearing Services, LLC since 2017. Kimberly has previously been registered with CETERA INVESTMENT SERVICES LLC and EDWARD JONES. Kimberly has a combined 6 years of experience with Edward Jones and Cetera Investment Services, LLC. Kimberly is a registered representative in Colorado, Nevada, Oregon, South Carolina, Texas and Washington. Kimberly is also a registered investment advisor representative in Oregon, Texas and Washington.
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
WA
01/04/2018 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
WA
01/03/2014 - 12/20/2017
CETERA INVESTMENT SERVICES LLC (SEATTLE WA)
WA
05/21/2010 - 06/29/2012
EDWARD JONES (EDMONDS WA)
BOTH
Issued 07/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
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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