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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cahill is a financial advisor registered with Raymond James & Associates, Inc. Kevin has been in the financial services industry for over 30 years. Kevin has a Series 6, 7 and 63 license. In addition, Kevin holds a Series 65 license and the SIE exam. Kevin has experience working with various clients, including individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Kevin has a reputation for providing comprehensive financial planning and investment management services to their clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
WI
01/19/2017 - Present
Raymond James & Associates, Inc. (Waukesha WI)
WI
01/01/2008 - 01/17/2017
WELLS FARGO CLEARING SERVICES, LLC (DELAFIELD WI)
WI
01/26/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WAUESHA WI)
MN
10/19/1988 - 01/26/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
01/01/1987 - 11/05/1988
EQUITY SERVICES, INC.
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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