Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bryant Davis is a financial advisor registered with XMS Capital Partners, LLC. Kevin has been in the financial services industry since July 7, 2000, and holds multiple licenses including Series 6, 7, 63 and SIE. Kevin has worked with various financial institutions, including BNY Mellon Securities Corporation, Fidelity Brokerage Services LLC, Salient Capital L.P., Quasar Distributors, LLC, Sun Life Financial Distributors, Inc., Directed Services LLC, Planco Financial Services, LLC, Nike Securities L.P., and Van Kampen Funds Inc., before joining XMS Capital Partners, LLC.
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.
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.
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IL
07/18/2024 - Present
XMS Capital Partners, LLC (CHICAGO IL)
NY
09/19/2023 - 06/17/2024
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
TX
08/28/2019 - 02/24/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/28/2012 - 08/16/2019
SALIENT CAPITAL L.P. (HOUSTON TX)
ME
05/10/2011 - 06/25/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
05/21/2009 - 04/06/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
07/10/2007 - 05/04/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
04/16/2002 - 06/29/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IL
04/10/2000 - 04/17/2002
NIKE SECURITIES L.P. (WHEATON IL)
TX
09/04/1998 - 04/18/2000
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 02/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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