Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Firkus is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Kevin has been in the financial industry since 2008 and has worked with a number of firms. He is currently registered with the state of Texas and has also held previous registrations in states like Minnesota, Wisconsin, Virginia and Colorado. Kevin offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
01/06/2020 - Present
Edward Jones (ST LOUIS MO)
TX
10/29/2018 - 10/29/2019
ALLSTATE FINANCIAL SERVICES, LLC (Grapevine TX)
TX
06/17/2016 - 05/22/2018
PROEQUITIES, INC. (DALLAS TX)
CO
01/13/2010 - 03/17/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
VA
05/15/2006 - 01/14/2010
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
06/16/2003 - 04/06/2006
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
WI
09/16/2002 - 04/03/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 01/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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