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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 Forrest is a financial advisor at Fidelity Personal And Workplace Advisors. Kevin has been in the financial services industry since 2013 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Kevin specializes in financial planning, portfolio management, and educational seminars. He is a registered investment advisor in Florida and Texas and has a Series 7TO, Series 6, and Series 63 license.
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.
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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2
FL
08/14/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
09/30/2016 - 05/14/2019
VOYA FINANCIAL PARTNERS, LLC (JACKSONVILLE FL)
CT
04/06/2015 - 10/05/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
FL
12/11/2012 - 04/06/2015
VOYA FINANCIAL PARTNERS, LLC (JACKSONVILLE FL)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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