Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCarthy is a financial advisor with over eight years of experience in the financial services industry. Kevin is currently registered as a broker and investment advisor representative with Fidelity Personal and Workplace Advisors. Kevin is registered to provide securities and investment advisory services in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands. Prior to joining Fidelity Personal and Workplace Advisors, Kevin was a financial advisor with Horace Mann Investors, Inc., MML Investors Services, LLC and Securian Financial 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.
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
VA
11/15/2021 - Present
Fidelity Personal AND Workplace Advisors (CHESTER VA)
VA
09/02/2020 - 05/04/2021
HORACE MANN INVESTORS, INC. (Chester VA)
VA
08/08/2019 - 08/04/2020
MML INVESTORS SERVICES, LLC (Glen Allen VA)
VA
04/06/2016 - 06/05/2019
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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