Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Voelte is a financial professional with over 14 years of experience in the industry. Kevin holds the Series 7, 24, 63 and 79TO securities licenses and the SIE exam. Kevin is registered with Moelis & Co. LLC in Texas. Kevin previously worked at Goldman, Sachs & Co. in New York.
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.
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.
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TX
10/18/2011 - Present
Moelis & Co. LLC (HOUSTON TX)
NY
09/01/2008 - 10/27/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 12/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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