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 Yorkey is a financial advisor currently registered with Edelman Financial Engines. Kevin has over 20 years of experience in the financial services industry. Prior to joining Edelman Financial Engines, Kevin was a financial advisor with EF Legacy Securities, LLC, Sanders Morris Harris LLC, Capstone Investments, FBR Capital Markets & Co., and Fidelity Brokerage Services LLC. Kevin is a Chartered Financial Analyst (CFA) and holds the Series 63, 66, 7 and SIE securities licenses. Kevin is also a Registered Investment Advisor (RIA) in Massachusetts and Texas. Kevin specializes in providing financial planning and investment management services to individuals and families, high net worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
11/01/2018 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
09/21/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
MA
02/07/2012 - 08/14/2012
CAPSTONE INVESTMENTS (BOSTON MA)
MA
12/04/2006 - 11/17/2011
FBR CAPITAL MARKETS & CO. (BOSTON MA)
MA
11/18/1999 - 12/07/2006
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 10/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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