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Kevin Quinlevan, CFP®, CLU®

Kevin Quinlevan, CFP®, CLU®

Investor Services Intern

Followers of Kevin Quinlevan, CFP®, CLU®1000 followers
location of Kevin Quinlevan, CFP®, CLU®Los Angeles, California, United States

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  • Timeline

  • About me

    Vice President, Senior Financial Consultant at Charles Schwab

  • Education

    • University of Nebraska at Omaha

      2009 - 2013
      Bachelor of Science in Business Administration Finance, Banking, Portfolio Management and Investment Science

      Activities and Societies: Maverick Investment Club, Maverick Banking Association

    • Creighton Preparatory School

      2005 - 2009
      High School Diploma

  • Experience

    • TD Ameritrade

      Feb 2013 - Apr 2013
      Investor Services Intern

    • TD Ameritrade

      Jun 2013 - Dec 2022

      • Senior Financial Consultant

        Jul 2016 - Dec 2022

      • New Client Development Consultant

        Sept 2014 - Jul 2016

      • Financial Representative

        Jun 2013 - Sept 2014

    • Charles Schwab

      Jan 2022 - now

      • Vice President, Senior Financial Consultant

        Mar 2023 - now

      • Vice President, Financial Consultant

        Jan 2022 - Mar 2023

  • Licenses & Certifications

    • Series 7 - General Securities Representative Examination

      FINRA
      Jul 2013

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2022

    • Chartered Life Underwriter

      The American College of Financial Services
      Mar 2024

    • Series 66 - Uniform Combined State Law Examination

      FINRA
      Oct 2014

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA
      Aug 2013