Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brzezinski is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the financial industry since 2012. Kevin is registered as a Registered Representative and Investment Adviser Representative with Wells Fargo Clearing Services, LLC in New York and Pennsylvania. Kevin also has a Series 6, 7, 10, 31, 63, and 65 license.
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.
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2
NY
10/04/2017 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
04/06/2015 - 09/11/2017
CITIZENS SECURITIES, INC. (EAST AMHERST NY)
NY
05/14/2014 - 10/14/2014
LPL FINANCIAL LLC (CLARENCE NY)
NY
10/09/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (DEPEW NY)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2009
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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