Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Belskie is an investment advisor representative who is registered with the state of Pennsylvania and Texas. Kevin has been in the financial services industry since 2019. Kevin works for Vanguard Advisers, Inc. and is based in Malvern, Pennsylvania.
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.
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.
1
2
PA
07/22/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
02/26/2021 - 05/11/2021
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
08/01/2017 - 09/11/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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