Unclaimed
Kevin Michael Ziegler is a financial advisor at Fidelity Brokerage Services LLC. Kevin has been in the financial industry since 2012. Kevin has a Series 7 and Series 63 license as well as the SIE exam. Kevin's experience includes previous roles at WELLS FARGO CLEARING SERVICES, LLC and DAVID LERNER ASSOCIATES, INC.
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
NH
08/24/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NJ
04/16/2015 - 06/08/2022
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NJ
09/19/2012 - 06/06/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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