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 Welp is a financial advisor with Vanguard Advisers, Inc., a firm based in Malvern, Pennsylvania. Kevin has been a registered representative for over 20 years and has a broad range of experience in the industry. Kevin holds several industry licenses including Series 6, 7, 24, and 63. He has also earned the designation of Certified Financial Planner. Kevin's expertise includes portfolio management, financial planning, and selection of other advisers. Kevin is also a registered investment adviser representative in Arizona and Texas. Kevin focuses on working with individuals, families, and businesses.
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.
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.
1
2
AZ
01/10/2006 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
NA
10/12/1987 - 11/10/1987
FIRST INVESTORS CORPORATION
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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