Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wilson Speas is a financial advisor with Momentum Independent Network Inc. based in Winston-Salem, NC. Kevin has been in the financial services industry since August 1996. Kevin is registered with the state of North Carolina and Pennsylvania as an Investment Advisor Representative and Broker-Dealer Representative. Prior to joining Momentum Independent Network Inc. Kevin was a registered representative with Robert W. Baird & Co. Incorporated. Kevin is also a registered representative with J.J.B. Hilliard, W.L. Lyons, LLC and RBC Capital Markets, LLC. Kevin specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Kevin's prior experience includes working at Legg Mason Wood Walker, Incorporated, and Citigroup Global Markets Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
NC
06/16/2023 - Present
Momentum Independent Network Inc. (Winston-Salem NC)
NC
10/18/2019 - 08/13/2021
ROBERT W. BAIRD & CO. INCORPORATED (WINSTON SALEM NC)
NC
07/12/2012 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (WINSTON-SALEM NC)
NC
10/05/2006 - 07/20/2012
RBC CAPITAL MARKETS, LLC (WINSTON-SALEM NC)
NC
02/21/2006 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
MD
08/14/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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