Unclaimed
Kevin Kuzianik is a financial advisor with Raymond James & Associates, Inc. Kevin has been in the industry since 2000 and is registered with both FINRA and the state of Florida. Kevin's previous experience includes working at USAA Financial Advisors, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and T. Rowe Price Investment Services, Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/17/2014 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
09/29/2011 - 03/11/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
06/01/2009 - 09/21/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
09/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
06/05/2000 - 09/12/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kevin Kuzianik is the right advisor for you? Invested Better is here to help.