Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ladon Ealey is a financial advisor at Fidelity Personal And Workplace Advisors. Kevin is a registered investment advisor and a registered representative. Kevin has been in the industry since 2019. Kevin has Series 63, 65 and 7 licenses. Kevin has a background in banking and finance, and has worked with a variety of clients, including individuals, families, and businesses. Kevin specializes in financial planning, retirement planning, and investment management.
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
VA
05/31/2022 - Present
Fidelity Personal AND Workplace Advisors (FREDERICKSBURG VA)
VA
08/01/2019 - 03/24/2022
WELLS FARGO CLEARING SERVICES, LLC (FREDERICKSBURG VA)
IA
Issued 10/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Ealey is the right advisor for you? Invested Better is here to help.
