Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Carey is a financial advisor with SPC, a firm with over 30,000 client accounts. He is registered with the state of Michigan and California and has a combined total of over 5 billion dollars in regulatory assets under management. Kevin specializes in providing financial planning, portfolio management, and educational seminars. He is also an independently licensed insurance agent, so he can assist with all of your insurance needs.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
02/08/2021 - Present
SPC (Ypsilanti MI)
MI
03/22/2006 - 07/20/2020
INVESTACORP, INC. (YPSILANTI MI)
MI
06/06/2005 - 02/21/2006
COMERICA SECURITIES (REDFORD MI)
NE
11/11/2002 - 06/09/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
OH
11/03/1999 - 11/04/2002
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
07/08/1999 - 11/11/1999
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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