Unclaimed
Kevin Crowe is a financial professional with over 28 years of experience in the industry. Kevin is currently registered with SEI Investments Distribution Co. in OAKS, Pennsylvania. Kevin is also a registered representative with FINRA. Kevin holds the Series 6, 7, 24 and 63 licenses. Previously Kevin worked for VANGUARD MARKETING CORPORATION.
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.
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.
1
2
PA
05/26/1998 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
04/20/1994 - 03/04/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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