Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kuhnel is a financial advisor who has been working in the financial services industry since 1998. He is currently registered with Truist Investment Services, Inc. and Truist Advisory Services, Inc. Kevin has a wide range of experience in the industry and has held positions at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and BB&T Securities, LLC. Kevin is licensed to provide investment advice and securities trading services in a number of states and specializes in financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
07/30/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/14/2009 - 07/31/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
02/24/2006 - 05/15/2009
WELLS FARGO ADVISORS, LLC (DALLAS TX)
IL
05/23/2000 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/07/2000 - 05/09/2000
ALLEGIANT INVESTMENT GROUP, INC. (DALLAS TX)
TX
06/01/1999 - 12/20/1999
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
NY
10/04/1996 - 11/10/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2000
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/9/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/3/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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