Unclaimed
Kevin B Hair is a financial advisor registered with Fidelity Personal And Workplace Advisors. Kevin is a registered representative and investment advisor representative. Kevin has been in the securities industry since 2006. Kevin has a Series 6, 7, 9, 10, 63, and 66 license, and the SIE. Kevin is registered to provide investment advisory services in 53 states and the District of Columbia. Kevin is also a registered representative in Texas and Utah. Kevin's primary office is in Salt Lake City, Utah.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
03/07/2006 - 10/04/2006
SECURITIES AMERICA, INC. (LOGAN UT)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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