Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerrard Scott is a financial advisor with Fidelity Personal and Workplace Advisors in Durham, North Carolina. Kevin has been in the financial services industry since 2010, holding various roles at USAA Investment Services Company, USAA Financial Advisors, Inc. and USAA Investment Management Company. Kevin also holds the Series 66, Series 10, Series 9, Series 53, Series 24, Series 52, Series 7 and SIE licenses. Kevin is a registered investment advisor in North Carolina and Texas. Kevin specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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
NC
10/18/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
TX
06/08/2020 - 07/27/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
10/11/2010 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/12/2010 - 10/23/2012
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
06/16/2010 - 10/11/2010
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Scott is the right advisor for you? Invested Better is here to help.
