Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin W Duncan is a financial advisor working with Edward Jones. Kevin has over 8 years of experience in the financial services industry. Kevin is a registered representative with FINRA. Kevin has his Series 66, Series 7, and SIE securities licenses. Kevin is registered in Missouri, Texas, Pennsylvania, Indiana, Georgia, and Florida. Kevin is also licensed as an Investment Advisor Representative in Missouri and Texas. Kevin specializes in providing financial advice to individuals, businesses, and retirement plans. Kevin can help you with a variety of financial planning needs including: retirement planning, college savings, investment management, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/29/2022 - Present
Edward Jones (MEXICO MO)
MO
02/05/2018 - 07/22/2021
LPL FINANCIAL LLC (MEXICO MO)
MO
07/14/2016 - 02/13/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mexico MO)
MO
05/15/2014 - 07/14/2016
VSR FINANCIAL SERVICES, INC. (MEXICO MO)
BOTH
Issued 06/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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