Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clark Peveto is a financial advisor in Fort Worth, Texas. Kevin has been in the industry since 1993 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Kevin has a wide range of experience in the financial services industry, including investment consulting, financial planning, and portfolio management. Kevin is also a Certified Financial Planner. Kevin has a long history with the financial industry, having worked at A. G. Edwards & Sons, Inc. for several years, before moving to Wells Fargo Advisors, LLC, and eventually Wells Fargo Advisors Financial Network, LLC.
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.
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2
TX
09/09/2011 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WORTH TX)
TX
01/01/2008 - 09/09/2011
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
TX
08/30/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WORTH TX)
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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