Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Nashbar is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Kevin has been in the industry since December 14, 2003. Kevin holds multiple industry licenses and certifications, including Series 3, 4, 7, 9, 10, 24, 52TO and 63, as well as Series 65 and SIE. Kevin has worked with several well-known companies in the industry including Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., Newbridge Securities Corp., and IFP Securities, LLC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/08/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/22/2021 - 05/09/2022
IFP SECURITIES, LLC (TAMPA FL)
FL
01/25/2019 - 12/05/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/03/2016 - 12/05/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/25/2014 - 10/04/2016
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
12/20/2011 - 01/02/2013
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
03/22/2010 - 12/20/2011
GRADIENT SECURITIES, LLC (NAPLES FL)
GA
06/12/2007 - 03/27/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
FL
01/06/2006 - 11/02/2006
GUNNALLEN FINANCIAL, INC (OLDSMAR FL)
FL
01/03/2005 - 12/31/2005
INVESTACORP, INC. (OLDSMAR FL)
MO
06/23/2003 - 01/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
07/12/2001 - 06/16/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/06/1994 - 10/17/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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