Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Heyman is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin has been in the financial services industry since 1999. He is a Certified Financial Planner™ professional and holds the Series 7, Series 24, Series 31, and Series 63 licenses. Kevin provides financial planning, portfolio management and other advisory services to individual and institutional clients. His previous experience includes positions with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
Guidance on pension options to ensure a secure financial future.
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 consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
04/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Newport News VA)
VA
09/05/2014 - 04/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWPORT NEWS VA)
VA
10/01/1999 - 09/05/2014
WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)
NC
02/08/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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