Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Morrow is a financial advisor who has been in the industry since 1988. Kevin is currently registered as an Investment Advisor Representative with Fermata Advisors. Kevin previously worked for WELLS FARGO CLEARING SERVICES, LLC, BANCWEST INVESTMENT SERVICES, INC., SIGNATOR INVESTORS, INC., LIBERTY SECURITIES CORPORATION, and NYLIFE SECURITIES INC.. Kevin has a variety of experience in the financial industry, having worked for both large and small firms. Kevin holds Series 6, 7, 63 and 65 licenses and is an expert in Financial Planning, Portfolio Management for Individuals, and Pension Consulting.
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.
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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CA
05/17/2021 - Present
Fermata Advisors (Santa Rosa CA)
CA
09/10/2007 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
01/28/2000 - 09/20/2007
BANCWEST INVESTMENT SERVICES, INC. (SANTA ROSA CA)
MA
08/30/1999 - 02/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
06/22/1998 - 08/18/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
02/01/1988 - 07/06/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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