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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Oliver is a financial advisor with Fidelity Brokerage Services LLC. Kevin has been in the industry since December 17, 2002. Prior to joining Fidelity, Kevin was an advisor with Victory Capital Services, Inc., J.P. Morgan Securities LLC, Advisors Asset Management, Inc., U.S. Global Brokerage, Inc., and American Funds Distributors, Inc. Kevin holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Kevin has worked in the San Antonio, TX area. Kevin is registered to provide investment advice in 53 states and the District of Columbia.
SAN ANTONIO, TX
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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TX
10/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
07/05/2019 - 06/03/2022
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
09/01/2016 - 07/03/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
09/15/2014 - 03/17/2016
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
01/01/2013 - 09/06/2013
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
TX
05/21/1998 - 03/09/2010
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
IA
Issued 12/2/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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