Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Crowley is a financial advisor with Diversify Advisory Services, LLC based in Conshohocken, PA. Kevin has been in the industry since December 19, 2007, and has held previous roles at Hornor, Townsend & Kent, LLC, MetLife Securities Inc., and Northwestern Mutual Investment Services, LLC. Kevin Crowley is registered with the state of Pennsylvania and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/15/2024 - Present
Diversify Advisory Services, LLC (Conshohocken PA)
PA
03/19/2015 - 10/27/2022
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
PA
12/19/2011 - 03/23/2015
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
PA
12/20/2007 - 12/21/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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