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 Palmer is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Sharpepoint, LLC, and has previously worked with firms such as First Allied Securities, Inc., First Montauk Securities Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated. Kevin is a Series 63 and 65 license holder, as well as a Series 7, 8 and SIE licensed professional. Kevin provides financial planning and portfolio management services to individuals, families, and trusts. Kevin is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
02/08/2018 - Present
Sharpepoint, LLC (PHOENIX AZ)
AZ
12/09/2008 - 02/21/2018
FIRST ALLIED SECURITIES, INC. (SCOTTSDALE AZ)
AZ
05/22/2001 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (SCOTTSDALE AZ)
NY
11/01/1994 - 06/01/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/03/1985 - 10/06/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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