Unclaimed
Kevin Wirth is a Financial professional with over 18 years of experience in the industry. Kevin is currently registered with Wedbush Securities Inc. and is located in Chicago, IL. Kevin has a strong background in the financial markets, having previously worked with ITG DERIVATIVES LLC., IMC FINANCIAL MARKETS and ABN AMRO INCORPORATED. Kevin holds the Series 7, Series 27, Series 57TO and Series 99TO licenses, in addition to the SIE exam. Kevin's areas of expertise include Financial Planning, Pension Consulting, Portfolio Management for Businesses, and Portfolio Management for Individuals. Kevin has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial solutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
IL
05/01/2017 - Present
Wedbush Securities Inc. (CHICAGO IL)
IL
11/06/2009 - 04/07/2017
ITG DERIVATIVES LLC. (CHICAGO IL)
IL
06/04/2007 - 10/26/2009
IMC FINANCIAL MARKETS (CHICAGO IL)
IL
02/27/2004 - 05/16/2007
ABN AMRO INCORPORATED (CHICAGO IL)
BC
Issued 02/26/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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