Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Spearman is a financial advisor with Valmark Advisers, Inc., a firm headquartered in Akron, Ohio. Kevin has been active in the financial industry since January 1997. Kevin has a strong background in providing financial advice to a range of individuals and institutions. His primary focus is on delivering personalized financial planning, portfolio management, and consulting services. Kevin's expertise covers various aspects of financial planning and investment management, including retirement planning, college savings, and estate planning. Kevin is licensed to provide investment advice in several states, including Ohio, Colorado, and California.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
06/22/2000 - Present
Valmark Advisers, Inc. (MT. VERNON OH)
MO
01/14/1997 - 03/17/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Spearman is the right advisor for you? Invested Better is here to help.
