Unclaimed
Kevin Wenzel is a Registered Representative with Union Square Advisors LLC. Kevin Wenzel is licensed in California and has been in the securities industry for more than 2 years. Kevin Wenzel has passed the Series 79 and SIE exams.
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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CA
07/25/2024 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
BC
Issued 07/25/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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