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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sullivan is a financial advisor at Raymond James Financial Services Advisors, Inc. Kevin has over 10 years of experience in the financial services industry and is registered with the state of Florida. He is a licensed Series 7, Series 9, Series 10, Series 24 and Series 66. Kevin specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Kevin has also worked with a variety of other firms including USAA Financial Advisors, Inc., Charles Schwab & Co., Inc., and Merrill Lynch.
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
FL
08/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
05/23/2020 - 02/05/2021
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
05/18/2017 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
NJ
05/07/2012 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRICK NJ)
BOTH
Issued 06/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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