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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mathewes is a financial advisor with over 10 years of experience in the industry. Kimberly currently works with Wells Fargo Advisors Financial Network, LLC. Prior to her current role, Kimberly has worked with Raymond James & Associates, Inc., and UBS Financial Services Inc. Kimberly holds the Series 66, 10, 9, 7, and SIE licenses. Kimberly works with individual, high-net-worth, corporate, and institutional clients, and specializes in investment consulting, financial planning, and portfolio management.
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.
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2
SC
05/18/2016 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
08/29/2008 - 05/05/2016
RAYMOND JAMES & ASSOCIATES, INC. (MT. PLEASANT SC)
SC
08/25/2006 - 09/16/2008
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
BOTH
Issued 11/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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