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): Sandra Logozzo, 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

  • Corporate Engagement Team, Dress for Success Triangle
  • Ambassador, Apex Chamber of Commerce
  • Former VP of Programs, Business Professional Women Raleigh
  • Former President, Women in Networking Cary
Securities Registered in the following states: AZ, CA, FL, GA, IL, MI, NC, NJ, NY, OH, OK, PA, TX, VA, WA
Insurance licensed in the following states: CA (Lic. # 0K64129), FL, IL, NC, PA
MIKKI A. KLINE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina: Raleigh Branch