Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerard Abbott is a registered investment advisor representative with Fairlead Strategies. Kevin has been in the financial services industry since August 2012. Kevin holds the Series 7TO, SIE and Series 65 licenses. Kevin is licensed in California, Connecticut, Florida, Illinois, Massachusetts, Nebraska, New York, and Texas. Kevin's firm provides portfolio management services for individuals, investment companies and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Percentage of management fee
1
2
CT
01/04/2023 - Present
Fairlead Strategies (GREENWICH CT)
MA
08/19/2022 - 09/12/2022
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Kevin Abbott is the right advisor for you? Invested Better is here to help.
