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 Pierce is an investment advisor representative with M1 Finance LLC. Kevin has been in the industry for 2 years and is registered in Illinois. Kevin obtained the Series 66, Series 7TO, SIE, and Series 24 licenses. Kevin has experience in providing portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/27/2021 - Present
M1 Finance LLC (CHICAGO IL)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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