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 Garvey is a financial advisor registered with Mariner Wealth and has been in the industry since 2006. Kevin has a CFP designation and holds licenses for Series 66, Series 10, Series 9, SIE, and Series 7. Kevin specializes in providing financial planning, pension consulting, and portfolio management services. Kevin also has experience with providing family office services.
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.
Family office services
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.
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2
FL
02/03/2023 - Present
Mariner Wealth (Palm Beach Gardens FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
01/12/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
FL
03/19/2008 - 01/17/2012
FIDELITY BROKERAGE SERVICES LLC (AVENTURA FL)
FL
03/02/2007 - 02/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
04/26/2006 - 01/25/2007
EMMETT A LARKIN COMPANY, INC. (FORT LAUDERDALE FL)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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