Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin David Christoff is a financial advisor registered in Missouri. Kevin is a registered representative of Wells Fargo Clearing Services, LLC, a firm that offers financial and investment services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Kevin has been in the industry since 2020 and has experience in various financial areas. Kevin has passed the Series 7, 63, and 52TO exams demonstrating a strong understanding of the securities industry. Kevin is committed to providing clients with comprehensive financial guidance and personalized investment solutions.
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.
1
2
MO
04/12/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/12/2020 - 03/10/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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