Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Foley is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kevin has been in the securities industry since 1996. Kevin holds Series 7, 9, 10, 63 and 65 licenses and has been registered in New York since 1999 and in Texas since 2011. Kevin has also worked for Waterhouse Securities, Inc. and Royce Investment Group, Inc. Previously, Kevin was a registered representative with Meyers Pollock Robbins, Inc. Kevin is a specialist in various areas including portfolio management for businesses and individuals, financial planning, and selection of other advisors.
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.
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
NY
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NE
10/06/1998 - 07/22/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
11/26/1996 - 08/03/1998
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
01/01/1996 - 11/27/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 09/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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