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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kervin? Claim Your ProfileKervin Walsh is a registered investment advisor representative with Equitable Advisors, LLC. Kervin has been in the securities industry since March 1992. Kervin is registered with the state of Texas, Arizona, and Nevada. Kervin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kervin has been employed with Equitable Advisors, LLC since September 1999. Prior to that, Kervin worked for The Equitable Life Assurance Society of the United States in New York, NY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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TX
03/04/1992 - Present
Equitable Advisors, LLC (CORPUS CHRISTI TX)
NY
03/02/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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