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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 Bender is a financial advisor with over 11 years of experience in the industry. Kevin is currently registered with Wells Fargo Advisors Financial Network, LLC and has been in this role since August 2024. Previously, Kevin worked at Wells Fargo Clearing Services, LLC from August 2019 to August 2024 and at Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 2013 to August 2019. Kevin holds the Series 66, Series 7, and SIE licenses and is registered with the state of Pennsylvania and Texas. Kevin specializes in financial planning, pension consulting, portfolio management, and selection of other advisors. Kevin has a long history of working with high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
PA
08/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SCRANTON PA)
PA
08/23/2019 - 08/16/2024
WELLS FARGO CLEARING SERVICES, LLC (SCRANTON PA)
PA
08/08/2013 - 08/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCRANTON PA)
NJ
09/02/2011 - 09/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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