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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 Harris is a financial advisor with Commonwealth Financial Network in Wilmington, DE. Kevin has been in the industry since November 2008 and has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Kevin previously worked with INVEST FINANCIAL CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kevin holds Series 66, Series 7, and SIE licenses. Kevin is also registered with the states of Connecticut, Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Kevin has a strong track record of success in helping clients achieve their financial goals and has a passion for helping clients make informed financial decisions.
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.
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
DE
01/05/2015 - Present
Commonwealth Financial Network (Wilmington DE)
DE
11/02/2010 - 01/06/2015
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
DE
09/10/2009 - 11/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
DE
06/04/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILMINGTON DE)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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