Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Kevin has been a registered representative for over 29 years, starting in August 1994. Kevin is registered in 15 states and holds a Series 7, Series 63, and Series 66 license. Kevin has been with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC since 2012. Kevin is also an executor for his sister. Kevin has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Kevin provides investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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
MN
11/15/2013 - Present
Wells Fargo Clearing Services, LLC (SAINT CLOUD MN)
MN
03/02/1998 - 03/09/2012
RBC CAPITAL MARKETS, LLC (ST. CLOUD MN)
NA
08/12/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 01/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
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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