Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jonathan Kulak is a financial professional with over 20 years of experience in the financial services industry. Kevin currently works at Fnex Capital, LLC in Indianapolis, Indiana. Kevin has a strong background in investment banking and securities trading. Prior to joining Fnex Capital, LLC, Kevin worked at Global Silicon Valley Securities LLC in San Ramon, California. Kevin is a licensed Series 7, 24, 63, 65 and SIE representative and holds the following designations: Kevin is dedicated to providing personalized financial advice and investment management services to meet the needs of individual investors and families.
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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2
IN
11/25/2019 - Present
Fnex Capital, LLC (INDIANAPOLIS IN)
CA
03/26/2019 - 11/18/2019
GLOBAL SILICON VALLEY SECURITIES LLC (SAN RAMON CA)
IN
05/14/2015 - 03/20/2019
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
NY
06/18/2013 - 02/12/2015
UBS SECURITIES LLC (NEW YORK NY)
NY
07/24/2012 - 05/06/2013
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
NY
04/01/1996 - 03/01/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MD
12/20/1995 - 04/01/1996
CHASE SECURITIES, INC. (NEW YORK MD)
NA
07/11/1990 - 04/19/1994
IBM CREDIT DISTRIBUTORS CORPORATION
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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