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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Wolnik is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin William Wolnik has over 20 years of experience in the financial services industry. Kevin William Wolnik is a registered representative with FINRA and a registered investment advisor with the state of Florida. Kevin William Wolnik has a Series 6, 7, 31, and 66 license. Kevin William Wolnik has worked with clients in various industries, including corporations, individuals, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
01/10/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HALLANDALE BEACH FL)
FL
06/28/2013 - 03/24/2017
WELLS FARGO CLEARING SERVICES, LLC (NORTH MIAMI BEACH FL)
FL
03/14/2011 - 09/04/2012
WELLS FARGO ADVISORS, LLC (HOLLYWOOD FL)
FL
08/13/2008 - 03/01/2010
IDB CAPITAL CORP. (AVENTURA FL)
TN
04/05/2007 - 09/05/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
09/20/2006 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
FL
04/05/2005 - 04/20/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
NY
06/17/2003 - 03/09/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
12/05/2001 - 06/17/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
04/19/2000 - 10/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NE
03/05/1999 - 02/11/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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