Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Eugene Norman Jr. is a financial advisor with over 16 years of experience in the financial services industry. Kevin is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and W&S Brokerage Services, Inc. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to provide investment advice in 22 states. Kevin holds several industry licenses including Series 6, 7, 24, 66 and SIE.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
03/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Chillicothe OH)
OH
10/23/2015 - 03/06/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHILLICOTHE OH)
OH
01/01/2008 - 10/23/2015
WELLS FARGO ADVISORS, LLC (LANCASTER OH)
OH
11/05/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHILLICOTHE OH)
OH
03/28/2007 - 09/19/2007
W&S BROKERAGE SERVICES, INC. (CHILLICOTHE OH)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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