Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Dielschneider is a financial professional with over 10 years of experience in the industry. Kevin has held positions at several firms including Edward Jones, U.S. Bancorp Investments, Inc. and Scottrade, Inc. Kevin is currently registered with Wells Fargo Clearing Services, LLC. Kevin holds a Series 7, Series 24, Series 53 and SIE licenses. Kevin also holds a Series 66 license which allows him to provide investment advice to individuals and families. Kevin specializes in providing financial planning, portfolio management, and investment consulting services to individuals and families.
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.
1
2
MO
09/21/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/12/2016 - 01/31/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
07/03/2012 - 09/12/2016
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
01/04/2010 - 02/18/2011
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
05/30/2008 - 01/15/2009
EDWARD JONES (SUNSET HILLS MO)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Dielschneider is the right advisor for you? Invested Better is here to help.
