Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kluge is a financial advisor with Edward Jones, a firm with over $800 Billion in assets under management. Kevin has been in the financial industry since 1984 and has a strong background in providing financial planning services, portfolio management, and retirement planning. He has worked with a variety of clients, including individuals, families, and businesses. Kevin is committed to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
06/21/2024 - Present
Edward Jones (Hamburg NY)
NY
04/05/2022 - 06/09/2023
KEY INVESTMENT SERVICES LLC (Williamsville NY)
NY
06/28/2018 - 03/10/2022
PRUCO SECURITIES, LLC. (AMHERST NY)
NY
08/25/2014 - 06/25/2018
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
06/10/2003 - 07/24/2014
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
04/09/2001 - 10/31/2002
QUICK & REILLY, INC. (NEW YORK NY)
NA
06/14/1985 - 07/19/1985
A. G. EDWARDS & SONS, INC.
NA
04/22/1985 - 05/24/1985
AMERICAN HERITAGE SECURITIES CORPORATION
NA
12/18/1984 - 05/15/1985
MICHAEL C. TALLEY & CO., INC.
BOTH
Issued 03/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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