Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Parrish is a financial advisor with over 20 years of experience in the industry. Kevin is a registered representative of Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Previously, Kevin worked with Wachovia Securities, LLC, First Union Brokerage Services, Inc., and Morgenthau & Associates, Inc. Kevin is licensed to provide financial services in Georgia and has a Series 7 and Series 63 license. Kevin offers a variety of financial services, including investment consulting, financial planning, and portfolio management for individuals and businesses. Kevin is committed to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
GA
10/20/2008 - Present
Wells Fargo Clearing Services, LLC (CUMMING GA)
GA
10/01/2000 - 02/14/2007
WACHOVIA SECURITIES, LLC (ATLANTA GA)
NC
11/22/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
03/26/1999 - 10/14/1999
MORGENTHAU & ASSOCIATES, INC. (FT. LAUDERDALE FL)
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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