Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Tachine is a financial advisor with over 23 years of experience in the industry. Kevin is registered with Wells Fargo Clearing Services, LLC and is licensed to conduct business in New York, North Carolina, and Texas. Kevin has also been registered in other states throughout his career.
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
NY
10/02/2023 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NC
05/14/2007 - 09/04/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NY
08/25/1999 - 04/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/24/1999
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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