Unclaimed
Kevin Michael Wery is a financial professional with over 0 years of experience in the industry. Kevin is currently registered with Fidelity Brokerage Services LLC, a firm with a wide range of offerings. Kevin is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
1
2
MA
01/27/2023 - Present
Fidelity Brokerage Services LLC (SWANSEA MA)
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Wery is the right advisor for you? Invested Better is here to help.