Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Loftin is a financial advisor with Truist Advisory Services, Inc. located in Charlotte, NC. Kevin has been in the industry since 2003 and is registered with the state of North Carolina. Kevin has experience working with individuals, corporations, and high-net-worth clients. Kevin is committed to providing personalized financial advice and helping his clients 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
11/27/2018 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/10/2014 - 05/23/2018
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
NC
05/27/2010 - 02/22/2013
MORGAN STANLEY (CHARLOTTE NC)
NC
07/03/2008 - 05/28/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
12/17/2007 - 06/11/2008
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/19/2006 - 08/28/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
04/21/2004 - 04/04/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/15/2002 - 10/28/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
04/13/2000 - 03/19/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/29/1998 - 02/22/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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