Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin P. Moeller is a financial advisor with Ausdal Financial Partners, Inc. Kevin has been in the industry since April 1, 1997 and currently has registrations in Arkansas, Florida, Georgia, Iowa and Tennessee. Kevin also has a Series 7, Series 63, Series 65, and Series 66 license. Kevin is a Chartered Financial Consultant.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
TN
10/02/2023 - Present
Ausdal Financial Partners, Inc. (Spring Hill TN)
TN
08/07/2019 - 10/05/2023
ALLSTATE FINANCIAL SERVICES, LLC (SPRING HILL TN)
TN
08/10/2016 - 08/13/2019
NEXT FINANCIAL GROUP, INC. (SPRING HILL TN)
TN
03/11/2008 - 07/19/2016
VSR FINANCIAL SERVICES, INC. (COLUMBIA TN)
MN
12/15/1993 - 04/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1993 - 04/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
06/14/1993 - 12/06/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
04/10/1992 - 07/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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