Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Campbell Pitkin is an investment advisor representative with Fidelity Personal And Workplace Advisors. Kevin Campbell Pitkin has been in the securities industry for over 4 years. Kevin Campbell Pitkin has experience in investment advisory, financial planning, and portfolio management for individuals and businesses. Kevin Campbell Pitkin is registered with the state of New York as an investment advisor representative and with the state of Texas as an investment advisor representative. Kevin Campbell Pitkin is also registered as a securities representative with the state of New York and the state of Texas. Kevin Campbell Pitkin is also registered with the state of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Kevin Campbell Pitkin holds the Series 7 and Series 66 securities licenses. Kevin Campbell Pitkin has a SIE license. Kevin Campbell Pitkin is a member of FINRA. Kevin Campbell Pitkin has worked at Fidelity Personal And Workplace Advisors, TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
NY
06/28/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
CA
01/16/2019 - 02/28/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
11/20/2017 - 11/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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