Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin John Hackett is a registered investment advisor with Lifemark Securities Corp. located in Ocala, Florida. Kevin is a licensed insurance agent and has been providing tax and accounting services since 2011. Kevin has worked in the financial industry since 2015 and has a total of 5 years of experience in the industry. Kevin specializes in providing financial planning and portfolio management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
01/12/2023 - Present
Lifemark Securities Corp. (Ocala FL)
CA
03/30/2017 - 10/30/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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