Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kingsley Holmes is an investment advisor representative at Black Card Circle in Las Vegas, NV. Kevin has over 10 years of experience in the financial services industry. Kevin is a Series 7 and Series 66 licensed individual. Kevin has worked for Waddell & Reed and Ameriprise Financial Services in the past.
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.
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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NV
03/24/2023 - Present
Black Card Circle (LAS VEGAS NV)
CA
12/16/2015 - 06/02/2021
WADDELL & REED (SHERMAN OAKS CA)
CA
03/19/2013 - 01/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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