Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Monds is a financial advisor who has been in the industry since 2013. Kevin is currently registered with Missionsquare Investment Services and is licensed to provide financial advice in 21 states. Kevin previously held positions at AMUNDI PIONEER DISTRIBUTOR, INC., AMUNDI DISTRIBUTORS USA, LLC, and BANC OF AMERICA SECURITIES LLC. Kevin holds the Series 3, Series 7, and Series 63 licenses.
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.
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.
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2
DC
05/11/2020 - Present
Missionsquare Investment Services (WASHINGTON DC)
NC
09/29/2017 - 10/01/2018
AMUNDI PIONEER DISTRIBUTOR, INC. (Durham NC)
NC
01/31/2014 - 09/29/2017
AMUNDI DISTRIBUTORS USA, LLC (DURHAM NC)
NC
09/13/2005 - 11/29/2007
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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