Unclaimed
Kevin Vertreese is a Financial and Operations Principal with Stonex Financial Inc., holding a Series 27 license. Kevin is a registered representative with FINRA, and currently holds a Series 99TO and SIE license, demonstrating expertise in operational practices and the securities industry. Kevin joined Stonex Financial Inc. on October 9, 2015.
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.
1
2
MO
10/09/2015 - Present
Stonex Financial Inc. (KANSAS CITY MO)
BC
Issued 10/09/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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