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Kevin L Kashi

Transamerica Financial Advisors, Inc.

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About Kevin L Kashi

Kevin Kashi is a financial advisor with over 18 years of experience in the financial services industry. Kevin is currently registered with Transamerica Financial Advisors, Inc. in Pennsylvania. Kevin has previously been registered with a number of other firms including Pruco Securities, LLC., Sagepoint Financial, Inc., Janney Montgomery Scott LLC, Park Avenue Securities LLC and American General Securities Incorporated. Kevin is a Series 6 and Series 63 licensed professional and has passed the Securities Industry Essentials Examination. Kevin specializes in providing financial advice to individuals and families.

Firm Information

Kevin Kashi is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Kashi’s Registration & Firm History

PA

11/20/2018 - Present

Transamerica Financial Advisors, Inc. (ALLENTOWN PA)

PA

08/30/2017 - 05/31/2018

PRUCO SECURITIES, LLC. (SCRANTON PA)

PA

06/22/2015 - 01/11/2016

SAGEPOINT FINANCIAL, INC. (KINGSTON PA)

PA

07/29/2014 - 01/13/2015

JANNEY MONTGOMERY SCOTT LLC (HAZLETON PA)

PA

10/29/2004 - 03/17/2014

PARK AVENUE SECURITIES LLC (PLAINS PA)

AZ

02/25/2004 - 10/28/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

09/08/2003 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

08/08/2001 - 05/12/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin L Kashi. Review regulatory record here.
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