Unclaimed
Kevin Nuss is an investment advisor representative, licensed in Arizona, California, Connecticut, Indiana, Nevada and Oregon. Kevin has been in the securities industry since September 28, 2000. Kevin works for State Farm Investment Management Corp. and has a branch office in Fremont, CA. Kevin Nuss is also the owner of Kevin Nuss's Insurance Agency, an insurance agency that provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Kevin Nuss holds the Series 6, 26 and 63 licenses, and the SIE designation. Kevin Nuss is also a Chartered Financial Consultant. Kevin Nuss provides portfolio management services for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
02/18/2021 - Present
State Farm Investment Management Corp. (Fremont CA)
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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