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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 Cleary is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Kevin has been in the securities industry since 1997, working with clients to help them achieve their financial goals. Kevin provides a range of financial planning and investment services, including retirement planning, college savings, and estate planning. Kevin is committed to building long-lasting relationships with clients and providing them with personalized financial advice.
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
NY
09/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
03/30/2001 - 10/12/2007
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
07/30/1997 - 04/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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