Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Landis is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Wealth Enhancement Advisory Services, LLC, where Kevin provides investment advisory services. Kevin also has previous experience with a number of other firms, including OSAIC WEALTH, INC., FSC SECURITIES CORPORATION, RAYMOND JAMES & ASSOCIATES, INC., UBS PAINEWEBBER INC., J.C. BRADFORD & CO., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, INVESTMENT MANAGEMENT & RESEARCH, INC, SUNAMERICA SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Kevin has a wide range of experience and qualifications, including the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Kevin also holds the designations of Certified Financial Planner and Chartered Financial Consultant. Kevin is committed to providing clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
11/03/2023 - 05/06/2024
OSAIC WEALTH, INC. (COLLEYVILLE TX)
TX
07/20/2005 - 11/03/2023
FSC SECURITIES CORPORATION (COLLEYVILLE TX)
FL
05/09/2003 - 07/21/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
08/14/2000 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/31/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
01/13/1998 - 04/11/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
01/17/1996 - 12/31/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
AZ
08/07/1995 - 01/29/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
03/03/1993 - 07/14/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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