Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donovan is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 1992, and is registered in multiple states including New York, Massachusetts, Florida, California, and Texas. Kevin is currently employed with Wells Fargo Clearing Services, LLC, but previously worked for RBC Capital Markets, LLC and UBS Financial Services Inc. Kevin holds the Series 7, 63, and 65 licenses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/28/2024 - Present
Wells Fargo Clearing Services, LLC (NORWELL MA)
MA
03/10/2017 - 05/02/2024
RBC CAPITAL MARKETS, LLC (NORWELL MA)
MA
01/13/2009 - 03/22/2017
UBS FINANCIAL SERVICES INC. (ROCKLAND MA)
MA
10/29/1992 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLAND MA)
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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