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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petra kuebler? Claim Your ProfilePetra Kearney is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Petra has been in the financial industry since 2004. Petra holds a Series 6, Series 7, Series 24, and Series 66 license and has been registered with FINRA since 2007. Petra previously worked for UBS Financial Services Inc., PlanMember Securities Corporation, Partnervest Securities, Inc. and Wells Fargo Investments, LLC. Petra is registered to provide investment advisory services in over 45 states. Petra is also a registered Investment Advisor representative with Wells Fargo Advisors, LLC.
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
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SAN LUIS OBISPO CA)
CA
03/24/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
08/21/2007 - 02/09/2009
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
CA
11/14/2005 - 08/29/2007
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
CA
03/09/2004 - 10/05/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts 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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