Financial Advisor

Address: 3105 Glenwood Avenue, SUITE 201 , Raleigh , NC 27612-1548
Phone: 919-881-1035 | 800-678-1188     Fax: 919-782-3856

My Background

My Associate(s): Kelly I. Singleton, Senior Client Associate

My Experience

  • 2014 - Present : Wells Fargo Advisors, Financial Advisor
  • 2013 - 2014 : UBS Financial Services, Inc, Financial Advisor
  • 2006 - 2013 : UBS Financial Services, Inc, RCSA

My Education & Credentials

  • Executive Certificate Financial Planning - Duke University
  • Bachlelor of Arts, Womens Studies - UNC-Chapel Hill

My Community Involvement

  • Co-President, Business Professional Women Triangle 2016-present
  • NCSU Women in Gender Studies and Women's Center Community Advisory Board Member
  • Former Corporate Engagement Team, Dress for Success Triangle
  • Former Ambassador, Apex Chamber of Commerce
Securities Registered in the following states: AZ, CA, FL, GA, IL, MD, MI, NC, NJ, NY, OH, OK, PA, TX, UT, VA, WA
Insurance licensed in the following states: AZ, FL, IL, NC, PA, WA
MIKKI A. KLINE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina : Raleigh Branch