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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charles Latty is an investment advisor representative and a financial professional with over 39 years of experience in the financial services industry. Kevin is registered to provide investment advisory services in Alabama, Georgia, and Texas. Kevin has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals. Kevin has been with Raymond James Financial Services Advisors, Inc., since 2009. Kevin is a strong advocate for his clients and his goal is to build long-lasting relationships with clients based on trust and mutual respect. Previous firms Kevin has worked with include Paine Webber Incorporated and Dean Witter Reynolds 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ALPHARETTA GA)
NJ
03/14/1988 - 08/18/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/21/1983 - 03/25/1988
DEAN WITTER REYNOLDS INC.
BOTH
Issued 06/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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