Unclaimed
Kevin Glenn Ford is a financial advisor registered with J. W. Cole Advisors, Inc. in Tampa, FL. Kevin has been in the industry since January 1998 and has experience providing financial planning, investment, and insurance services. Kevin holds licenses for both broker-dealer and investment advisor activities. Kevin has a series of licenses and registrations including Series 63, Series 65, and Series 7, as well as SIE. In addition to providing advisory services through J.W. Cole, Kevin also holds other business interests including Oceanside Wealth Management and Oceanside Wealth Management and Planning Corp.
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.
Hourly & fixed rate consulting
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
FL
01/25/2010 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
01/22/1998 - 01/12/2010
EDWARD JONES (TEQUESTA FL)
IA
Issued 07/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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