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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Prazenica is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since February 2006 and has experience in providing investment consulting services to institutional clients. Kevin is registered to provide securities-related services in 31 states and is also an investment advisor representative in Texas and Florida. Kevin also holds Series 7, Series 31, and Series 66 licenses. Kevin can help clients with portfolio management for individuals and businesses as well as provide financial planning and pension consulting services.
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
FL
02/22/2017 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
02/15/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALM BEACH GARDENS FL)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/2006
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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