Unclaimed
Kevin Duane Fisher is an investment advisor representative associated with Northwest Financial Advisors LLC. Kevin Duane Fisher's professional career began in 1998 and he has been active in the industry since 2005. Kevin Duane Fisher is licensed to provide investment advice in Virginia. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, Virginia and specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
11/26/2013 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
02/27/2006 - 03/27/2008
LPL FINANCIAL CORPORATION (HERNDON VA)
MD
08/19/1999 - 10/26/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NY
06/25/1998 - 02/18/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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