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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 Atnip is a financial advisor with intellicents investment solutions inc., working out of the Albert Lea, Minnesota office. Kevin is currently registered as an Investment Advisor Representative in Minnesota. Kevin has previously worked at SCOTTRADE, INC. in Houston, Texas, and AXA ADVISORS, LLC, in The Woodlands, Texas. Kevin holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. Kevin has specialized in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and pension and profit sharing plans. Kevin's background spans various financial industries and he is experienced in providing financial advice to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/25/2023 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
TX
06/05/2014 - 03/08/2018
SCOTTRADE, INC. (Houston TX)
TX
03/14/2011 - 11/18/2013
AXA ADVISORS, LLC (THE WOODLANDS TX)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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