Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jerome Tucker is a financial advisor who has been in the financial industry since 2009. He is currently registered with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Prior to this, he worked for the same firm in Charlotte, North Carolina. Kevin Tucker holds the Series 7, Series 9, and Series 63 licenses. Kevin Tucker specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals.
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
MO
02/21/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
04/30/2008 - 01/05/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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