Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Anthony Rowe

Puente Servicios Financieros LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Anthony Rowe

Kevin Anthony Rowe is a financial professional based in Miami, Florida, with over 17 years of experience in the industry. Kevin has a wide range of experience working with a number of firms including Puente Servicios Financieros LLC, ACP Securities, LLC, Allaria Securities, LLC and Austin Atlantic Capital Inc. Kevin holds multiple licenses, including Series 6, 7, 63, 24, 3, 34 and SIE. Kevin is registered with the state of Florida and Massachusetts.

Firm Information

Kevin Rowe is currently registered with Puente Servicios Financieros LLC. Puente Servicios Financieros LLC is a Limited Liability Company formed on May 28, 2019. The firm is registered in 17 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Rowe’s Registration & Firm History

FL

10/04/2023 - Present

Puente Servicios Financieros LLC (MIAMI FL)

FL

08/29/2017 - 10/08/2021

ELEVATE CAPITAL LLC (MIAMI FL)

FL

09/14/2016 - 07/31/2017

BULL MARKET SECURITIES, INC. (BOCA RATON FL)

FL

10/21/2016 - 02/28/2017

ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)

FL

09/03/2014 - 05/13/2015

TOV CAPITAL MARKETS, INC. (MIAMI FL)

FL

11/27/2008 - 07/11/2014

TRADESTATION SECURITIES, INC. (PLANTATION FL)

FL

06/16/2005 - 06/07/2007

TRADESTATION SECURITIES, INC. (PLANTATION FL)

MD

04/08/2003 - 08/20/2004

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

Not sure if Kevin Anthony Rowe is right for you?

Licenses & Designations

BC

Issued 05/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/01/2006

Series 24 - General Securities Principal Examination

BC

Issued 05/23/2006

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2011

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 11/10/2005

Series 3 - National Commodity Futures Examination

BC

Issued 06/15/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Anthony Rowe.
Not sure if Kevin Anthony Rowe is right for you?