Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dery is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a registered investment advisor and broker-dealer with offices in Fort Lauderdale, Boca Raton, and Stuart, Florida. Kevin has been in the financial services industry since 1997 and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Fidelity Brokerage Services LLC, FISERV Investor Services, Inc., NationsBanc Investments, Inc., Barnett Investments, Inc., and Olde Discount Corporation. Kevin is registered to provide investment advice and brokerage services in 33 states and the District of Columbia.
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
FL
03/03/2022 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
05/21/2010 - 03/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
01/01/2008 - 05/24/2010
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
12/09/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT. LAUDERDALE FL)
RI
05/08/2000 - 09/22/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
08/17/1998 - 03/22/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
04/01/1998 - 08/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
06/16/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MI
10/28/1996 - 06/23/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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