Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Calenzani is a financial professional with over 4 years of experience in the industry. Kevin holds a Series 7, Series 6, Series 22, Series 63, Series 66, Series 79TO, Series 82TO, and Series 99TO licenses. Currently, Kevin works as a registered representative for Wells Fargo Securities, LLC. Previously, Kevin worked for RAYMOND JAMES & ASSOCIATES, INC., MORGAN STANLEY, and AXA ADVISORS, LLC. Kevin has been active in the securities industry since 2018 and is registered in North Carolina.
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
NC
06/30/2023 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
CA
04/11/2019 - 06/10/2021
RAYMOND JAMES & ASSOCIATES, INC. (LOS ANGELES CA)
CA
06/21/2018 - 02/22/2019
MORGAN STANLEY (LOS ANGELES CA)
CA
12/08/2017 - 04/05/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/30/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 06/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 06/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, 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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