Unclaimed
Kevin Dunne is a financial advisor with over 15 years of experience in the industry. Kevin is currently registered with Pimco Investments LLC and holds a Series 3, 7, and 66 licenses. Kevin has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Kevin is dedicated to helping his clients achieve their financial goals.
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
CA
02/23/2012 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BOTH
Issued 03/08/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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