Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Renz is a registered representative and investment advisor representative with First Citizens Investor Services, Inc. located in Arden, NC. Kevin has over 15 years of experience in the financial services industry. Kevin is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Kevin has a Series 6, 7, 63 and 65 license and is a Registered Representative with FINRA. Kevin has previously worked with WELLS FARGO CLEARING SERVICES, LLC, SECU BROKERAGE SERVICES and T. ROWE PRICE INVESTMENT SERVICES, INC..
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.
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.
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2
NC
06/27/2018 - Present
First Citizens Investor Services, Inc. (ARDEN NC)
NC
01/10/2014 - 06/26/2018
WELLS FARGO CLEARING SERVICES, LLC (WAYNESVILLE NC)
NC
07/10/2008 - 11/25/2013
SECU BROKERAGE SERVICES (CLYDE NC)
FL
03/09/2007 - 07/25/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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