Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin David Patterson is a financial advisor with over 15 years of experience in the industry. Kevin is registered with Valic Financial Advisors, Inc., and has offices in Linthicum Heights, MD. Kevin is also registered with the state of California, Delaware, District of Columbia, Florida, Maryland, New York, North Carolina, Oregon, South Carolina, Texas, Virginia, Washington, and West Virginia. Kevin has passed the Series 66, Series 7, and SIE exams. He is a member of the KD Patterson Music, LLC and has a branch office with Valic Financial Advisors, Inc. in Linthicum Heights, MD.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
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MD
05/03/2019 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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