Unclaimed
Kevin Joyce is a financial professional with over 12 years of experience in the industry. Kevin currently works for Financial Security Advisory Inc. Kevin holds a Series 6, Series 63, Series 65, and SIE licenses, and has been registered with the Securities and Exchange Commission (SEC) as an investment adviser representative since 2013. Kevin's area of expertise includes retirement planning, investment management, and estate planning. Kevin works with a variety of clients including individuals, families, businesses, and charitable organizations. Kevin specializes in providing financial guidance to high net worth individuals and those who are approaching retirement. Kevin is committed to providing personalized financial advice 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.
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.
A percentage of the total value of assets under management is charged.
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VA
01/30/2013 - Present
Financial Security Advisory Inc. (NEWPORT NEWS VA)
IA
Issued 08/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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