Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Wieczorek is a financial advisor who has been in the industry since 1997. Kevin is currently registered with Wells Fargo Clearing Services, LLC and is licensed to sell securities in Washington and Texas. Kevin has also held positions with Wells Fargo Investments, LLC, Chase Investment Services Corp., WAMU Investments, Inc. and Great Western Financial Securities Corporation. Kevin holds Series 6, 7, 63 and 65 licenses.
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
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (OMAK WA)
WA
09/30/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WENATCHEE WA)
WA
05/02/2009 - 10/12/2010
CHASE INVESTMENT SERVICES CORP. (MOSES LAKE WA)
WA
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (EPHRATA WA)
CA
06/04/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 12/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1997
Series 6 - Investment Company Products/Variable Contracts 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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