Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Darryl Wiley is a financial advisor who has been in the industry since November 1992. Kevin currently works for Raymond James Financial Services Advisors, Inc. and is registered with the state of Illinois as a Registered Investment Advisor. Kevin also holds several industry licenses including Series 7, Series 9, Series 10, Series 63, and Series 66. Kevin's previous employment includes working for Morgan Stanley DW Inc. and Chatfield Dean & Co., Inc. Kevin provides financial planning services, portfolio management for individuals and businesses, and hourly & fixed rate consultations.
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
IL
01/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (QUINCY IL)
NY
07/28/1993 - 02/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
CO
10/28/1992 - 07/06/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 04/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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