Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kerns Wines has been in the financial services industry since 1998. Currently, Kimberly is a Registered Representative with Buttonwood Wealth. Kimberly holds the Series 7, Series 63, and Series 65 licenses, and has also obtained the Securities Industry Essentials (SIE) Exam. Kimberly has experience at a variety of firms, including Cambridge Investment Research, Inc., INVEST FINANCIAL CORPORATION, Wells Fargo Advisors, LLC, and LPL FINANCIAL CORPORATION. Buttonwood Wealth provides a range of investment advisory services, including portfolio management for businesses, portfolio management for individuals, and financial planning. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
VA
05/27/2020 - Present
Buttonwood Wealth (WINCHESTER VA)
VA
11/30/2017 - 02/26/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Winchester VA)
VA
11/13/2014 - 12/01/2017
INVEST FINANCIAL CORPORATION (WINCHESTER VA)
VA
02/15/2011 - 07/24/2014
WELLS FARGO ADVISORS, LLC (WINCHESTER VA)
VA
03/23/1998 - 04/16/2010
LPL FINANCIAL CORPORATION (FRONT ROYAL VA)
NC
03/05/1998 - 04/17/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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