Unclaimed
Kevin Dawrant is a financial advisor with Wealth Management Group, LLC. Kevin has been working in the financial services industry since 2018. Kevin holds the Series 66, 7TO and SIE licenses. Kevin specializes in providing financial advice to individuals, high net worth individuals, charitable organizations and pension and profit sharing plans.
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.
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.
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2
IL
10/17/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
12/27/2018 - 11/15/2019
VALMARK SECURITIES, INC. (SCHAUMBURG IL)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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