Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Maher is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin has been in the financial services industry since 2001 and has extensive experience providing financial planning and investment management services to individuals, families, and businesses. Kevin holds Series 7, 31 and 66 securities licenses and is also a Certified Financial Planner. Kevin is committed to helping clients achieve their financial goals and has a proven track record of success.
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
FL
02/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
06/17/2011 - 02/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
03/04/2004 - 06/17/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
NY
04/30/2002 - 01/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/23/2001 - 03/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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