Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Whitehead is a financial professional with over 25 years of experience in the financial industry. He is currently registered with U.S. Bancorp Investments, Inc., where he offers a variety of investment services, including financial planning, portfolio management, and educational seminars. Kevin Whitehead has a comprehensive understanding of the financial markets and can provide you with the guidance you need to achieve your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
02/01/2017 - Present
U.s. Bancorp Investments, Inc. (Chesterfield MO)
MO
08/26/2015 - 12/19/2016
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/03/2013 - 09/09/2015
SMITH, MOORE & CO. (CLAYTON MO)
MO
05/03/2010 - 04/04/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/01/2009 - 04/01/2010
MORGAN STANLEY SMITH BARNEY (ST. LOUIS MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
06/10/1996 - 04/02/2007
MORGAN STANLEY DW INC. (ST. LOUIS MO)
IA
Issued 06/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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