Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Haywood Teague is a financial advisor with over 10 years of experience in the industry. Kevin is currently registered with Wealthfront Advisers LLC and holds the Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses. Kevin also holds the Certified Financial Planner designation. Prior to joining Wealthfront Advisers LLC, Kevin worked at Fidelity Brokerage Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
08/31/2017 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
VA
01/12/2012 - 03/27/2017
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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