Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Blaise Liederbach is an investment advisor representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. located in Grosse Pointe, Michigan. Kevin has been working in the financial services industry since 2012 and has a Series 7, Series 66 and SIE license. Kevin is a registered investment advisor in Michigan. Prior to joining Raymond James, Kevin worked at Charles Schwab & Co., Inc. and Eaton Vance Distributors, Inc. in Novi, Michigan and Boston, Massachusetts respectively.
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
MI
02/05/2020 - Present
Raymond James & Associates, Inc. (GROSSE POINTE MI)
MI
05/08/2017 - 12/04/2019
CHARLES SCHWAB & CO., INC. (Novi MI)
MA
09/21/2012 - 03/17/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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