Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gay is a financial advisor who has been in the industry since 2000. Kevin is currently registered with Fidelity Personal And Workplace Advisors in the state of Ohio and Texas. Prior to joining Fidelity, Kevin was a financial advisor with Allstate Financial Services, LLC, PNC INVESTMENTS, VALIC FINANCIAL ADVISORS, INC., TRIAD ADVISORS, INC., CHARLES SCHWAB & CO., INC., PRUCO SECURITIES, LLC., MCDONALD INVESTMENTS INC., and AIG SUNAMERICA CAPITAL SERVICES, INC. Kevin holds Series 7, 6, and 66 licenses. Kevin specializes in providing financial planning, educational seminars, and portfolio management for individuals 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.
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.
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2
KY
01/26/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
09/20/2019 - 08/10/2021
ALLSTATE FINANCIAL SERVICES, LLC (Twinsburg OH)
OH
03/22/2017 - 07/02/2019
PNC INVESTMENTS (CLEVELAND OH)
OH
05/23/2016 - 03/09/2017
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
11/18/2015 - 05/10/2016
TRIAD ADVISORS, INC. (Valley View OH)
OH
08/09/2005 - 10/16/2015
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
NJ
09/07/2004 - 04/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
OH
04/13/2004 - 09/15/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
TX
07/16/2003 - 02/24/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
01/02/2000 - 05/19/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NA
03/19/1993 - 07/26/1994
PRUCO SECURITIES CORPORATION
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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