Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas is a financial advisor with Kestra Advisory Services, LLC and has been in the industry since September 13, 2015. Kevin has a Series 6 and 63 license and has also passed the SIE exam. Kevin specializes in providing financial planning, pension consulting, and portfolio management services to businesses and individuals. Kevin is registered with the states of Colorado, Florida, Georgia, Kentucky, Maryland, Michigan, Nevada, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Kevin also has a Series 65 license and is a registered investment advisor in South Carolina and Texas.
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.
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.
1
2
SC
12/21/2021 - Present
Kestra Advisory Services, LLC (Simpsonville SC)
SC
07/20/2018 - 09/15/2021
LPL FINANCIAL LLC (SIMPSONVILLE SC)
NC
09/14/2015 - 07/24/2018
FORESTERS FINANCIAL SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Thomas is the right advisor for you? Invested Better is here to help.
