Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Vance Charlifue is a financial professional with over 6 years of experience in the industry. Kevin is currently registered with Insigneo International Financial Services LLC and Insigneo Securities, LLC. Kevin has passed the Series 7, Series 10, Series 9, Series 24 and Series 63 exams and holds the SIE designation. Kevin previously worked at WELLS FARGO CLEARING SERVICES, LLC, BBVA SECURITIES INC. and FIDELITY BROKERAGE SERVICES LLC. Kevin is active in the securities industry and is committed to providing excellent service to clients.
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.
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2
FL
10/19/2023 - Present
Insigneo International Financial Services LLC (Miami FL)
FL
01/22/2018 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
CO
06/16/2017 - 11/29/2017
BBVA SECURITIES INC. (DENVER CO)
CO
11/23/2015 - 01/23/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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