Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sweeney is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Fresno, CA. Kevin has been in the industry since 2002 and has a wide range of experience. He is licensed to provide financial advice in California, Texas, and a number of other states. Kevin's specializations include portfolio management, financial planning, and investment consulting services to institutional clients. Kevin is also a registered representative with Wells Fargo Clearing Services, LLC. Kevin has been affiliated with Wells Fargo Advisors, LLC since 2011. Prior to that, Kevin was affiliated with Wells Fargo Securities Inc. for two years.
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.
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2
CA
02/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
NV
01/03/2011 - 11/03/2020
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
CA
10/16/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
CA
03/03/1999 - 02/24/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 01/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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