Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Con Riley is a financial advisor at Raymond James Financial Services Advisors, Inc. Kevin has been in the industry since November 24, 1980, and has worked at a variety of firms throughout his career. Kevin is currently registered in New York and Texas as a Registered Representative and Investment Advisor Representative. Kevin is also a Certified Financial Planner.
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
NY
03/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Syracuse NY)
FL
11/07/1984 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/26/1982 - 11/16/1984
BURGESS & LEITH INCORPORATED
NA
11/25/1980 - 01/26/1983
EPB, INC.
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/20/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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