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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 Mayo is a financial advisor with Falcon Wealth Planning, Inc. based in Ontario, California. Kevin has been in the financial services industry for over 20 years and holds both Series 6 and Series 63 licenses, as well as the Series 7 and Series 66 licenses. Kevin's specializations include financial planning, portfolio management for individuals and selection of other advisors. Kevin has a strong background working with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Kevin's previous experience includes working for BANCWEST INVESTMENT SERVICES, INC. in Indian Wells, California and TD AMERITRADE, INC. in Rancho Cucamonga, California.
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.
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.
Selection of other advisers fees
1
2
CA
02/13/2020 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
CA
01/30/2015 - 01/21/2020
BANCWEST INVESTMENT SERVICES, INC. (Indian Wells CA)
CA
08/21/1998 - 01/26/2015
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
GA
02/05/1998 - 11/16/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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