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Kevin Michael Bunkin

THE Leaders Group, Inc.

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About Kevin Michael Bunkin

Kevin Michael Bunkin is a financial advisor with over 20 years of experience in the financial services industry. Kevin is currently registered with The Leaders Group, Inc. Prior to that, Kevin was registered with Kestra Investment Services, LLC, New England Securities, Wachovia Securities, LLC, and Univest Investments, Inc. Kevin holds FINRA Series 6, 7, and 63 licenses as well as the Securities Industry Essentials (SIE) exam. Kevin holds registrations in Florida, New Jersey, New York, and Pennsylvania. Kevin is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Kevin Bunkin is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Bunkin’s Registration & Firm History

CO

09/01/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

PA

11/26/2013 - 04/04/2020

KESTRA INVESTMENT SERVICES, LLC (Radnor PA)

PA

03/26/2008 - 10/29/2013

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

PA

03/03/2004 - 12/01/2006

WACHOVIA SECURITIES, LLC (MEDIA PA)

PA

03/28/2003 - 11/18/2003

UNIVEST INVESTMENTS, INC. (SOUDERTON PA)

MO

10/31/2000 - 05/02/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 10/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/30/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Bunkin.
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