Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Burnett is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 1998. Kevin is registered in 15 states. Kevin's previous employers include SunTrust Investment Services, Inc. and BB&T Investment Services, Inc.
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.
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.
Investment consulting services to institutional clients
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
FL
05/26/2017 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
11/21/2007 - 05/31/2017
SUNTRUST INVESTMENT SERVICES, INC. (SEMINOLE FL)
FL
01/09/2006 - 11/21/2007
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
CT
07/30/2004 - 01/03/2006
INFINEX INVESTMENTS, INC. (MERIDEN CT)
WI
10/02/2003 - 06/03/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
06/16/2003 - 10/06/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TN
08/15/2001 - 08/06/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CT
12/18/1996 - 05/19/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
03/08/1995 - 03/14/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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