Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Malone is a financial advisor registered with Edward Jones and has been in the industry since January 6, 2008. Kevin is registered with FINRA as a general securities representative. Kevin is also a registered investment advisor in both Nebraska and Texas. Kevin holds a Series 66 license, Series 7 license, and the SIE exam. Kevin Malone specializes in providing investment advice for individuals, businesses, charitable organizations, and pensions. Kevin has experience with a number of firms, including UMB Financial Services, Inc. and Wells Fargo Advisors, LLC.
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.
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.
See schedule d - miscellaneous
1
2
NE
05/10/2024 - Present
Edward Jones (OMAHA NE)
IA
07/19/2023 - 05/16/2024
LPL FINANCIAL LLC (JOHNSTON IA)
IA
12/06/2021 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CLIVE IA)
MO
04/14/2015 - 11/29/2021
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NE
06/07/2013 - 01/20/2015
TD AMERITRADE, INC. (OMAHA NE)
NE
12/10/2012 - 06/19/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
01/03/2011 - 11/13/2012
WELLS FARGO ADVISORS, LLC (OMAHA NE)
NE
09/14/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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