Unclaimed
Kimberly Stuermann is a financial professional with over 20 years of experience in the securities industry. Kimberly is a registered representative of Bessemer Investor Services, Inc. Kimberly has a Series 6, Series 7, Series 24 and Series 63 license. Kimberly is currently registered to conduct business in 52 states and the District of Columbia.
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
NY
03/22/2000 - Present
Bessemer Investor Services, Inc. (NEW YORK NY)
NA
12/07/1992 - 06/17/1993
WELLS FARGO SECURITIES INC.
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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