Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Douglas Bendix is a financial advisor currently registered with Diversify Advisory Services, LLC and has been in the industry since 2024. Kevin holds the Series 7TO, SIE, and Series 63 licenses. Kevin's specializations include Financial Planning, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Businesses. Kevin's previous work experience includes roles at Kirkland & Ellis LLP, University of California and DFPG Investments, LLC. Diversify Advisory Services, LLC is a financial advisor based in Sandy, Utah.
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.
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.
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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2
UT
12/18/2024 - Present
Diversify Advisory Services, LLC (SANDY UT)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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