Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Andrew Stough is a financial professional with over 9 years of experience in the industry. Kevin is currently registered with BOK Financial Securities, Inc. and is located in Denver, CO. Previously, Kevin was employed with Performance Trust Capital Partners, LLC. Kevin holds a Series 66 license and is registered with the state of Colorado and Connecticut. Kevin specializes in providing financial advice to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/09/2020 - Present
BOK Financial Securities, Inc. (Denver CO)
IL
09/09/2014 - 11/05/2020
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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