Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Baumhart is a financial advisor with Fidelity Brokerage Services LLC, based in Westlake, Texas. Kevin has been in the financial industry since August 2016, and is licensed to provide investment advice in all 50 states. Kevin is a Series 66, Series 63, Series 4, SIE, and Series 7 licensed professional. Kevin has previously worked at Fidelity Brokerage Services LLC and Microventure Marketplace Inc..
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.
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.
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2
TX
08/27/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/17/2016 - 02/10/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/11/2015 - 07/14/2015
MICROVENTURE MARKETPLACE INC. (AUSTIN TX)
BOTH
Issued 07/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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