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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 Won is a financial advisor with Wealth Enhancement Advisory Services, LLC. Kevin is based in San Diego, California. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional with over 18 years of experience in the financial services industry. Kevin has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. He is committed to providing personalized financial advice and investment management services to help 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (SAN DIEGO CA)
CA
11/03/2023 - 05/15/2024
OSAIC WEALTH, INC. (SAN DIEGO CA)
CA
07/10/2023 - 11/03/2023
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
11/29/1994 - 03/07/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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