Unclaimed
Kevin Brian Wellema is a registered representative with J.p. Morgan Institutional Investments Inc. Kevin has been in the financial services industry since November 19, 2021. Kevin is licensed to sell securities in New Jersey and New York. Kevin is a Series 7TO, Series 63, and SIE licensed professional.
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.
1
2
NY
11/20/2021 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 12/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Wellema is the right advisor for you? Invested Better is here to help.