Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cline is a financial advisor with over 10 years of experience in the financial services industry. Kevin currently holds a Series 6 license and is affiliated with W&S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a well-established firm with a focus on portfolio management for individuals and a strong reputation for providing exceptional client service. Kevin is committed to helping clients achieve their financial goals through a personalized approach to investment planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/27/2018 - Present
W&S Brokerage Services, Inc. (ONTARIO OH)
OH
05/03/2012 - 02/01/2017
W&S BROKERAGE SERVICES, INC. (ONTARIO OH)
OH
07/02/2007 - 07/12/2007
CHASE INVESTMENT SERVICES CORP. (ASHLAND OH)
OH
05/14/2001 - 09/07/2006
W&S BROKERAGE SERVICES, INC. (MANSFIELD OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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