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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 Jerome Lacey is a financial advisor registered with Cetera Investment Advisers LLC. Kevin has been in the industry since 2005 and holds Series 7, 24 and 66 licenses. Kevin is also registered with the state of Alabama to provide investment advisory services. In addition to Cetera Investment Advisers LLC, Kevin has previously worked at PROEQUITIES, INC., MORGAN KEEGAN & COMPANY, INC., and AMSOUTH INVESTMENT SERVICES, INC. Kevin is also associated with Regions Bank.
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.
1
2
AL
01/29/2014 - Present
Cetera Investment Advisers LLC (HOOVER AL)
AL
12/12/2012 - 09/27/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
02/13/2007 - 12/10/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
02/04/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 5/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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