Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Douglas Gates is a registered investment advisor representative with Eagle Strategies LLC. Kevin has been in the industry since 2003 and is licensed in Massachusetts and Rhode Island. Kevin is a Series 6, 7, 24, 63 and 66 licensed professional, and has earned the Securities Industry Essentials Examination (SIE) certification. Kevin provides a range of investment advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Kevin also has experience in insurance brokerage and is an officer of the Knights of Columbus Council 3563.
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.
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
RI
03/12/2015 - Present
Eagle Strategies LLC (PROVIDENCE RI)
BOTH
Issued 3/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/3/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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