Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Richard Laursen is a financial advisor who has been working in the industry since 2018. Kevin is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice and services in California. Kevin has a Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. Kevin is also a registered investment advisor with the state of California. Kevin specializes in providing financial planning and investment management services to individuals, businesses, and institutions.
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
06/27/2022 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
IA
Issued 06/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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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