Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kunz is a financial professional with over 20 years of experience in the financial services industry. Kevin is a Registered Representative with Fidelity Personal And Workplace Advisors. Kevin has a strong background in providing financial advice to individual and institutional clients, with a focus on investment management and financial planning. Previous roles include working with TD Ameritrade, Inc. and Charles Schwab & Co., Inc.. Kevin is committed to providing personalized financial advice and helping his clients achieve their 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
OH
12/16/2023 - Present
Fidelity Personal AND Workplace Advisors (PERRYSBURG OH)
OH
01/26/2022 - 11/13/2023
CHARLES SCHWAB & CO., INC. (Sylvania OH)
OH
02/26/2018 - 11/13/2023
TD AMERITRADE, INC. (Sylvania OH)
OH
06/27/2003 - 02/26/2018
SCOTTRADE, INC. (TOLEDO OH)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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