Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Holt is a financial advisor at Market Street Wealth Management with over 20 years of experience in the financial services industry. Kevin holds the Series 7, Series 31 and Series 66 licenses. Kevin has a strong background in providing financial planning and investment advice to individuals and families. Kevin is also a Certified Financial Planner. Market Street Wealth Management provides financial advice to individuals and families and specializes in providing financial planning, investment management and retirement planning services.
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.
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.
Payment for client referrals
1
2
PA
01/04/2011 - Present
Market Street Wealth Management (WEST CHESTER PA)
IA
11/05/2003 - 01/12/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
03/09/2001 - 11/03/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
07/21/2000 - 12/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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