Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Furlong is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kevin has been working in the financial industry since 1984. Kevin is registered with FINRA and the state of California. Kevin specializes in providing financial planning, investment consulting services, and portfolio management for individuals and businesses.
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
CA
01/10/2014 - Present
Wells Fargo Advisors Financial Network, LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 11/22/2013
MORGAN STANLEY (OAKLAND CA)
CA
03/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
CA
06/05/1995 - 03/17/2006
NATIONAL SECURITIES CORPORATION (BERKELEY CA)
MA
03/16/1993 - 06/05/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
10/07/1992 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
CA
05/31/1989 - 10/13/1992
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
12/17/1987 - 06/05/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
CA
05/24/1989 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
11/15/1984 - 01/12/1988
E. F. HUTTON & COMPANY INC
BC
Issued 11/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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