Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Talmage Kaylor is a financial advisor at Wells Fargo Clearing Services, LLC. Kevin has over 25 years of experience in the financial services industry. Kevin is registered in 29 states and holds the Series 7, 31, 63, and 66 licenses, as well as the SIE exam. Kevin specializes in providing financial planning and investment management services to individuals and families, businesses, and charitable organizations. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional.
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
SC
07/23/2015 - Present
Wells Fargo Clearing Services, LLC (PAWLEYS ISLAND SC)
SC
07/23/2001 - 07/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
MO
10/01/1999 - 08/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/21/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/26/1995 - 09/25/1998
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 08/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1995
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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