Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J. Dunleavy is an Investment Advisor Representative associated with Freedom Financial Management, Inc. in Orlando, Florida. Kevin has been working in the financial services industry since 2003. Kevin is a Certified Financial Planner, and he holds a Series 65 license. Kevin has experience in providing financial planning and portfolio management services 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.
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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FL
05/14/2024 - Present
Freedom Financial Management, Inc. (SAINT CLOUD FL)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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