Unclaimed
Kevin Samuel Wilson is a financial professional with over 6 years of experience in the financial industry. Kevin is currently registered with Truist Securities, Inc. and is licensed to sell securities in all 50 states. Previously, Kevin worked at Credit Suisse Securities (USA) LLC, where Kevin was licensed to sell securities and provide investment advice. Kevin is a highly qualified financial professional with a strong track record of success.
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.
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.
1
2
NY
11/30/2023 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
12/05/2017 - 10/04/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/19/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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