Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Stevens is a financial professional with over 30 years of experience in the financial services industry. Kevin has worked for several firms, including Woodbury Financial Services, Inc., PRUCO Securities Corporation, and Concourse Financial Group Securities, Inc., where he is currently registered. Kevin holds Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Kevin's experience includes providing financial planning and investment advice to individuals, businesses, and institutions. He is also an insurance agent. Kevin is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
IA
08/29/2018 - Present
Concourse Financial Group Securities, Inc. (Dubuque IA)
MN
08/11/1994 - 10/15/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NJ
12/21/1992 - 07/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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