Unclaimed
Kevin Giddens is a financial advisor at Wells Fargo Clearing Services, LLC. Kevin has been in the financial services industry since 2001. Kevin is registered with FINRA and the state of Georgia. Kevin is licensed to provide financial advice in Alabama, California, Colorado, Florida, Georgia, Illinois, New Jersey, North Carolina, South Carolina, and Virginia. Kevin has experience working with a variety of clients, including individuals, businesses, corporations, and institutions. Kevin is committed to providing his clients with personalized financial advice and guidance to help them 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.
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2
GA
06/03/2019 - Present
Wells Fargo Clearing Services, LLC (VALDOSTA GA)
GA
01/14/2011 - 06/03/2019
MORGAN STANLEY (VALDOSTA GA)
GA
07/27/2001 - 01/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
BOTH
Issued 07/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
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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