Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charles Poe is a financial professional with over 25 years of experience in the industry. Kevin is currently registered with Mutual of America Securities LLC in Missouri and Illinois. Kevin has previously held positions at Midwestern Securities Trading Company, LLC, OneAmerica Securities, Inc., First Brokerage America, LLC, and Commerce Brokerage Services, Inc. Kevin is also a Series 63, Series 7, Series 24, and Series 65 licensed representative.
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.
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2
MO
10/13/2022 - Present
Mutual OF America Securities LLC (ST. LOUIS MO)
MO
11/26/2019 - 09/08/2022
MIDWESTERN SECURITIES TRADING COMPANY, LLC (ST LOUIS MO)
MO
06/14/2018 - 03/07/2019
ONEAMERICA SECURITIES, INC. (MARYLAND HEIGHTS MO)
MO
04/07/2015 - 05/20/2016
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
IN
01/14/2009 - 04/02/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MO
12/09/1997 - 12/15/2008
COMMERCE BROKERAGE SERVICES, INC. (AFFTON MO)
MO
06/23/1994 - 10/20/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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