Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ryan Pelhank is a financial advisor who has been in the industry for over 20 years. Kevin is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. He holds a Series 66, Series 7, and Series 24 license. Kevin's previous experience includes working for FIRST CLEARING, LLC, SCOTTRADE, INC. and Ameriprise Financial Services, Inc. He has a proven track record of providing financial advice to individuals, businesses, and institutions. Kevin is committed to helping 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.
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
MO
06/27/2012 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
06/27/2012 - 11/21/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
11/10/2006 - 06/22/2012
SCOTTRADE, INC. (ST. LOUIS MO)
MO
11/03/2004 - 10/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MN
11/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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