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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 James Dykes is a financial advisor with MML Investors Services, LLC in Newport Beach, California. Kevin has been in the financial services industry since 2004 and has a wide range of experience working with clients across various financial needs, including individuals, high-net-worth individuals, corporations, insurance companies, trusts, and pension and profit-sharing plans. Kevin also has experience working with clients in other states. In addition to his work with MML Investors Services, LLC, Kevin is the owner and president of Magellan Capital Inc.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
10/22/2018 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (LONG BEACH CA)
CA
10/19/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
CA
07/30/2004 - 10/24/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEAL BEACH CA)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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