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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Dunn is an investment advisor representative with Fidelity Personal and Workplace Advisors. Kevin has been in the industry since June 1996 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kevin is registered to provide investment advice in 52 states and is also a registered investment advisor in Kentucky, Massachusetts, Ohio, and Texas. Kevin is committed to providing clients with personalized financial advice and helping them 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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
CO
01/08/2013 - 05/31/2013
RICHFIELD ORION INTERNATIONAL, INC. (CASTLE ROCK CO)
PA
01/01/2002 - 12/31/2012
VFINANCE INVESTMENTS, INC (WARRENDALE PA)
FL
10/22/1997 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NY
06/17/1996 - 10/28/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 01/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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