Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Leo Wager is a financial advisor with Hightower Advisors, LLC. Kevin has been in the industry since 2015 and is registered with the state of Pennsylvania. Kevin has a wide range of experience in financial planning, portfolio management, and other advisory services. Kevin has also earned the Certified Financial Planner designation. 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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
PA
07/27/2018 - Present
Hightower Advisors, LLC (WAYNE PA)
PA
04/25/2017 - 07/09/2018
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
05/20/2015 - 04/20/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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