Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Milton Wilson is a registered investment advisor representative with Wells Fargo Clearing Services, LLC, with over 40 years of experience in the financial industry. Kevin is based in Napa, California. Kevin's current registration is active in California. Before joining Wells Fargo Clearing Services, LLC, Kevin held positions with Dean Witter Reynolds Inc., Birr, Wilson Securities, Inc., and Birr, Wilson & Co., Inc.. Kevin holds the Series 7, Series 63, and Series 65 licenses and the SIE Exam. Kevin specializes in providing portfolio management, financial planning, and pension consulting services to individual and business clients.
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.
1
2
CA
01/08/2004 - Present
Wells Fargo Clearing Services, LLC (NAPA CA)
NY
04/11/1988 - 06/05/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/01/1986 - 04/19/1988
BIRR, WILSON SECURITIES, INC.
NA
11/17/1979 - 04/01/1986
BIRR, WILSON & CO., INC.
IA
Issued 05/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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