Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wheeler is a financial advisor at T. Rowe Price Investment Services, Inc. Kevin has over 10 years of experience in the financial services industry. Kevin holds the Series 6, 7TO and Series 63 licenses, and the SIE exam.
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
CO
08/21/2024 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
OH
07/02/2018 - 07/02/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
10/01/2012 - 11/14/2013
J.P. MORGAN SECURITIES LLC (ATHENS OH)
OH
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ATHENS OH)
BC
Issued 08/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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