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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gundrum is a registered investment advisor representative with Valmark Advisers, Inc. based in Akron, Ohio. Kevin has over 20 years of experience in the financial services industry. Kevin holds Series 6, 7, 24, 63 and 66 licenses and is currently registered with Valmark Advisers, Inc. in Ohio. Kevin also has previous experience with PNC INVESTMENTS, MBSC SECURITIES CORPORATION, RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS, and STRONG INVESTMENTS, INC. Kevin works with individual and institutional clients. The firm provides a variety of advisory services, including portfolio management for individuals and businesses, financial planning and consulting.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
OH
05/23/2019 - Present
Valmark Advisers, Inc. (Akron OH)
OH
05/13/2015 - 05/22/2019
PNC INVESTMENTS (CLEVELAND OH)
PA
09/06/2013 - 05/06/2015
MBSC SECURITIES CORPORATION (PITTSBURGH PA)
PA
04/13/2010 - 12/04/2012
MBSC SECURITIES CORPORATION (PITTSBURGH PA)
WA
04/24/2008 - 04/20/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WI
04/23/2005 - 04/21/2008
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
08/12/1998 - 04/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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