Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Wolfe is a financial advisor currently registered with First Horizon Advisors, Inc., located in Johnson City, TN. Kimberly has been in the financial services industry since March 2005. Previously, she held positions with Northwestern Mutual Investment Services, LLC, Lincoln Financial Advisors Corporation, LPL Financial LLC, UVEST Financial Services Group, Inc., and First Tennessee Brokerage, Inc. Kimberly's experience spans a variety of firms, providing her with a broad understanding of the financial industry. Kimberly holds the Series 63, Series 7, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
02/02/2023 - Present
First Horizon Advisors, Inc. (JOHNSON CITY TN)
TN
08/09/2016 - 01/30/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JOHNSON CITY TN)
TN
07/14/2015 - 07/15/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (kingsport TN)
TN
07/05/2011 - 07/09/2015
LPL FINANCIAL LLC (KINGSPORT TN)
TN
07/29/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (KINGSPORT TN)
TN
02/18/2005 - 07/27/2009
FIRST TENNESSEE BROKERAGE, INC. (KINGSPORT TN)
BC
Issued 05/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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