Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Robinson is a Registered Representative and Investment Adviser Representative with Wells Fargo Clearing Services, LLC in ST. LOUIS, MO. Kimberly has been in the industry since 2016 and has experience in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Kimberly is registered with the state of Missouri as an Investment Advisor Representative. Kimberly has passed the Series 7TO, Series 65, and SIE exams.
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
MO
03/20/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/11/2022 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/09/2021 - 05/27/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
03/11/2019 - 07/09/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 06/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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