Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Darnell Newmuis is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Kevin has been in the securities industry since 2005. Kevin has passed the Series 6, 7, 63, and 66 exams. Kevin has worked for other firms, including Wells Fargo Clearing Services, LLC, Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is registered with the state of Pennsylvania, Delaware, and New Jersey. Kevin offers financial planning, portfolio management for individuals and businesses, and other advisory services.
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
PA
09/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Philadelphia PA)
PA
11/17/2017 - 09/25/2023
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
06/19/2013 - 11/20/2017
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
11/16/2007 - 06/18/2013
INVEST FINANCIAL CORPORATION (PHILADELPHIA PA)
PA
02/01/2007 - 11/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
10/21/2005 - 09/28/2006
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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