Unclaimed
Kevin Munson is a financial advisor with Allstate Financial Services, LLC. Kevin is registered with FINRA, the state of California and has been active in the financial services industry since April 8, 2017. Kevin has earned Series 6, Series 63 and SIE licenses. Kevin's experience includes previous work with MML Investors Services, LLC. Kevin has a Branch Office located in Sacramento, CA.
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
CA
06/22/2018 - Present
Allstate Financial Services, LLC (Sacramento CA)
CA
04/13/2015 - 06/24/2016
MML INVESTORS SERVICES, LLC (ROSEVILLE CA)
BC
Issued 07/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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