Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelvin? Claim Your ProfileKelvin Leung is a financial advisor at Alps Distributors, Inc.. Kelvin has been in the industry since 2001 and is registered with FINRA as well as the state of California. Kelvin is a Series 7, Series 24 and Series 63 licensed advisor. Kelvin is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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.
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2
CA
11/01/2001 - Present
Alps Distributors, Inc. (SAN JOSE CA)
BC
Issued 01/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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