Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Veverka is a financial advisor registered with Truist Advisory Services, Inc. Kevin has over 10 years of experience in the financial services industry and has worked at Wells Fargo Clearing Services, LLC, PNC Investments, and Wells Fargo Advisors, LLC. Kevin's areas of specialization include Portfolio Management for Individuals and Businesses, Financial Planning, and Selection of Other Advisors. Kevin is also licensed in North Carolina.
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
NC
03/08/2019 - Present
Truist Advisory Services, Inc. (WAKE FOREST NC)
NC
10/31/2014 - 03/06/2019
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
08/21/2012 - 09/09/2014
PNC INVESTMENTS (RALEIGH NC)
NC
03/02/2007 - 08/17/2010
WELLS FARGO ADVISORS, LLC (DURHAM NC)
BOTH
Issued 11/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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