Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Allbee is a financial advisor with Kestra Investment Services, LLC. Kevin has been in the industry since 2001. Kevin is licensed to sell securities in Florida, Georgia, Minnesota, North Carolina and South Carolina. Kevin has a Series 7 and Series 66 securities license and a SIE exam. Kevin was previously with PROEQUITIES, INC., CLARK SECURITIES, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
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.
1
2
TX
01/04/2018 - Present
Kestra Investment Services, LLC (AUSTIN TX)
MN
01/18/2012 - 12/07/2017
PROEQUITIES, INC. (BLOOMINGTON MN)
NC
11/14/2003 - 02/03/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
NY
05/28/1999 - 11/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/28/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Allbee is the right advisor for you? Invested Better is here to help.
