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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Colby Kuhnel is a financial advisor with Truist Advisory Services, Inc. located in DALLAS, TX. Kevin has been in the financial services industry since 1998 and holds a number of licenses and certifications, including Series 3, 7, 31, 39, 63, and 65. Kevin has experience providing investment advice to individuals and businesses. Kevin's specializations include: Financial Planning, Portfolio Management for Individuals and Businesses, Selection of Other Advisors, and publication of periodicals. Kevin also has an ownership interest in TIN ENERGY LLC and OAKWOOD EXPLORATION AND DEVELOPMENT which are not investment-related. Kevin provides investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Kevin's office is located in DALLAS, TX at 100 CRESCENT CT, FL 10, 75201.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
07/30/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/14/2009 - 07/31/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
02/24/2006 - 05/15/2009
WELLS FARGO ADVISORS, LLC (DALLAS TX)
IL
05/23/2000 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/07/2000 - 05/09/2000
ALLEGIANT INVESTMENT GROUP, INC. (DALLAS TX)
TX
06/01/1999 - 12/20/1999
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
NY
10/04/1996 - 11/10/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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