Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Strother is a financial advisor with Fidelity Personal and Workplace Advisors. Kevin is a registered representative of Fidelity Personal and Workplace Advisors. Kevin provides a variety of financial planning and investment management services. Kevin has over 20 years of experience in the financial services industry. Kevin's prior experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., Wells Fargo Clearing Services, LLC and LAIDLAW & COMPANY (UK) LTD. Kevin is licensed to provide financial advice in several states across the United States.
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.
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.
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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2
NJ
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (MORRIS PLAINS NJ)
NJ
01/25/2021 - 04/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/20/2020 - 01/25/2021
VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)
NJ
11/15/2017 - 11/09/2020
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NY
10/15/2008 - 03/23/2016
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NJ
02/21/2007 - 10/16/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NA
03/10/2005 - 02/08/2007
LAIDLAW & COMPANY (UK) LTD. (LONDON )
MA
10/26/2000 - 03/15/2005
CANTELLA & CO., INC. (MALDEN MA)
NY
08/25/2000 - 11/24/2000
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/11/1999 - 01/05/2000
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 12/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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