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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 Louis Crews is a financial advisor with over 30 years of experience in the industry. Kevin currently works with Raymond James Financial Services Advisors, Inc. in Montclair, NJ. Kevin has held prior roles with CITIGROUP GLOBAL MARKETS INC. and PFS INVESTMENTS INC.. Kevin has passed several professional exams including Series 6, 7, 31, 63, and 65. Kevin is registered with FINRA and has licenses in 18 states. Kevin offers a variety of services including financial planning, pension consulting, and portfolio management. Kevin's specialties include assisting high net worth individuals, corporations, and individuals with retirement plans.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Montclair NJ)
NJ
02/07/1997 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (ROSELAND NJ)
GA
06/28/1988 - 01/23/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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