Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Desquitado is a financial advisor registered with Raymond James & Associates, Inc. Kevin has been in the financial services industry for over 16 years. Kevin holds both a Series 6 and Series 7 license, along with Series 9 and Series 10. Kevin also holds a Series 63 and Series 66 license, which means that Kevin is able to provide advisory services in the state of Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/07/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
12/04/2023 - 12/14/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
12/04/2023 - 12/14/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
FL
11/02/2021 - 11/29/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
09/29/2020 - 10/19/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
04/04/2017 - 06/04/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clearwater FL)
FL
12/03/2013 - 01/17/2017
E*TRADE SECURITIES LLC (TAMPA FL)
FL
01/04/2011 - 11/13/2013
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
07/31/2006 - 11/26/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (BOCA RATON FL)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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