Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Davie is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kevin has been in the industry since June 2011. Kevin holds Series 66, Series 7, and SIE licenses and is registered in 37 states and two U.S. territories. Kevin has experience working with individuals, corporations, and high-net-worth individuals. Kevin's previous employers include WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS, 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.
1
2
CO
05/10/2019 - Present
Wells Fargo Advisors Financial Network, LLC (FORT COLLINS CO)
CO
10/05/2011 - 05/10/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT COLLINS CO)
MO
05/10/2012 - 02/12/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/14/2011 - 05/17/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CREVE COEUR MO)
BOTH
Issued 10/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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