Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Freihoefer is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the financial services industry since 1994. Kevin is licensed in 31 states and is registered with FINRA and the state of Oregon. Kevin has been with Wells Fargo Clearing Services, LLC since 2016 and previously worked for Wells Fargo Investments, LLC and Evern Securities, Inc. Kevin specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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
OR
07/21/2017 - Present
Wells Fargo Clearing Services, LLC (BEND OR)
OR
07/02/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEND OR)
CA
05/14/2002 - 07/11/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
06/01/1994 - 07/08/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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