Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin James Habick is a financial professional with over 8 years of experience in the industry. Kevin James Habick is currently registered with State Farm Investment Management Corp. and holds Series 6, Series 63 and SIE licenses. Kevin James Habick provides investment advice to individuals and investment companies. Kevin James Habick is also a Chartered Financial Consultant. Kevin James Habick's primary office is located at 4414 Route 202, Doylestown, PA 18902.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/28/2023 - Present
State Farm Investment Management Corp. (Doylestown PA)
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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