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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mounkes is a financial advisor with Wells Fargo Advisors Financial Network, LLC, working out of the RENO office. Kevin has been in the financial industry for almost twenty years and is a CERTIFIED FINANCIAL PLANNER™ professional. Kevin also holds FINRA Series 7 and Series 66 licenses and the SIE exam. Kevin has worked for Ameritas Investment Corp., Securian Financial Services, Inc., WAMU Investments, Inc., Chase Investment Services Corp., and Wells Fargo Clearing Services, LLC in previous roles. Kevin is also the sole owner of M Squared Capital Corp., which is a business focused on fine art practice and tax lien and tax deed real estate auction purchase business. Kevin serves individuals, corporations, charitable organizations, insurance companies, banking institutions, and pension plans.
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
NV
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
04/27/2012 - 02/05/2024
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
05/02/2009 - 04/27/2012
CHASE INVESTMENT SERVICES CORP. (ELK GROVE CA)
CA
04/21/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (ELK GROVE CA)
CA
02/22/2005 - 04/28/2008
AMERITAS INVESTMENT CORP. (SACRAMENTO CA)
MN
05/18/2004 - 02/18/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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