Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Henri Folliet is a financial advisor at Northwestern Mutual Investment Services, LLC, located in Tampa, FL. Kevin has been in the industry since 2016 and holds licenses for Series 6, 7, and 63. He has also passed the SIE exam. Kevin previously worked with Transamerica Financial Advisors, Inc. in Alexandria, VA, before joining Northwestern Mutual Investment Services, LLC. Kevin is registered to conduct business in California, District of Columbia, Florida, Maryland, and Virginia.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
01/24/2017 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
VA
03/07/2016 - 12/16/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ALEXANDRIA VA)
BC
Issued 03/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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