Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scott Power is a financial advisor with Wells Fargo Clearing Services, LLC based in Pasadena, California. Kevin has been working in the financial industry since July 1985. Kevin is registered to provide investment advice in 26 states, including Texas and California. In addition to Wells Fargo Clearing Services, LLC, Kevin has previously worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Kevin is a registered representative of FINRA and holds a Series 3, 7, 8 and 63 license.
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
06/25/2019 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (PASADENA CA)
CA
01/12/1988 - 04/02/2007
MORGAN STANLEY DW INC. (PASADENA CA)
NA
07/23/1985 - 02/10/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1985
Series 3 - National Commodity Futures 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
Not sure Kevin Power is the right advisor for you? Invested Better is here to help.
