Unclaimed
Kevin Bohnsack is a financial advisor with Wells Fargo Securities, LLC, in Charlotte, NC. Kevin has been in the financial services industry since 1994. Kevin is a Series 7, Series 10, and Series 9 licensed professional. Kevin is a Registered Representative with Financial Industry Regulatory Authority (FINRA) and a licensed agent in the state of Minnesota.
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.
1
2
NC
11/06/2009 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MN
06/23/2004 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
02/26/2001 - 07/20/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/06/2001 - 06/10/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
12/19/2000 - 10/29/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OH
10/02/2000 - 01/02/2001
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MN
10/24/1997 - 06/28/2000
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
01/01/1994 - 06/28/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1994 - 06/28/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Bohnsack is the right advisor for you? Invested Better is here to help.