Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cordova celleri is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since May 2016 and holds various licenses and certifications, including Series 4, 7, 9, 10, 24, 66, 99TO, and SIE. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Kevin has previously worked with Deutsche Bank Securities Inc. and Wells Fargo Advisors, LLC.
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
FL
04/04/2024 - Present
Wells Fargo Clearing Services, LLC (PONTE VEDRA BEACH FL)
FL
02/17/2022 - 04/03/2024
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
FL
05/11/2016 - 02/17/2022
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2024
Series 4 - Registered Options Principal Examination
BC
Issued 09/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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