Kevin Daniel Bosch
Professional Summary
Kevin Daniel Bosch, who also goes by Kevin Bosch, is a registered financial advisor currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio. Kevin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 14 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 42, Series 62, Series 22TO, Series 82TO, Series 72, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin Bosch
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.
Contact Information
Main Address
6125 Memorial Drive, Dublin, OH 43017-9767Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767Phone Number
(614) 766-7000Established
Ohio since 12/27/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/1/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 42 — Registered Options Representative Examination
Passed Jan 2023Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 22TO — Direct Participation Programs Representative Examination
Passed Jan 2023About the Series 22TO examSeries 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 72 — Government Securities Representative Examination
Passed Jan 2023Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kevin Daniel Bosch's CRS (Customer Relationship Summary).
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