Unclaimed
Kevin D Burg is a financial advisor with over 26 years of experience in the financial services industry. Kevin is registered with Fidelity Brokerage Services LLC. Kevin has a Series 6, 7, 9, 10, and 63 license. Kevin has been registered in 5 states: Kentucky, Massachusetts, Ohio, Texas, and Utah.
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.
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.
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2
KY
07/30/1996 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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