Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Allen Green is a financial advisor at Raymond James Financial Services Advisors, Inc. Kevin has been in the industry since 1995. Kevin is registered in 17 states and holds several licenses, including Series 6, 7, 26 and 63. Kevin provides a variety of financial services, including investment management, financial planning, and pension consulting. Kevin is also an Independent Contractor with Harrison Wealth Management Group, Ltd.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
04/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (DAYTON OH)
OH
05/02/2005 - 03/31/2017
LPL FINANCIAL LLC (DAYTON OH)
GA
11/27/1995 - 05/03/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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