Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Shultis is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Bethesda, Maryland. Kevin has been in the financial industry since 2018 and has a strong track record of providing investment advice to individuals and businesses. Kevin is registered with the state of Maryland and holds Series 66, Series 7TO and SIE licenses. Kevin is committed to helping clients achieve their financial goals and has a deep understanding of a variety of investment products and services.
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.
1
2
MD
02/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
01/13/2020 - 11/30/2020
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
09/13/2019 - 01/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Shultis is the right advisor for you? Invested Better is here to help.
