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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 Christopher Smedley is a registered investment advisor representative with IC Advisory Services, Inc. Kevin has been in the industry since 1998 and is licensed in New Jersey, Pennsylvania, and Virginia. Kevin is also a Certified Public Accountant and is a shareholder and employee at Rosenfelt Siegel & Goldberg. Kevin's experience includes providing financial planning, portfolio management, and pension consulting services. Kevin has specialized in serving high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals.
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.
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
PA
10/23/2018 - Present
IC Advisory Services, Inc. (BALA CYNWYD PA)
RI
06/03/1998 - 01/04/1999
CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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