Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Michelle Hunter has been a registered financial advisor since February 1990 and has experience in the financial services industry since 1990. Kimberly Michelle Hunter currently is registered with Wells Fargo Clearing Services, LLC in Santa Rosa, California. Kimberly Michelle Hunter specializes in providing financial services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Kimberly Michelle Hunter is also registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Kentucky, Maryland, Massachusetts, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington. Kimberly Michelle Hunter is also a member of the Child Parent Institute Finance Committee.
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
CA
02/11/2019 - Present
Wells Fargo Clearing Services, LLC (SANTA ROSA CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA ROSA CA)
CA
09/20/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
01/22/1992 - 09/20/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
02/13/1990 - 01/13/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 04/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
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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