Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mack Wooten is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin has been in the financial services industry since 2004. Kevin holds a Series 63, Series 65, Series 7, Series 9, and Series 10 license. Kevin is registered with FINRA and has been working with Raymond James Financial Services Advisors, Inc. since 2010. Kevin has also worked with EDWARD JONES and Retirement Income Strategies Inc. Kevin is based in Puyallup, WA and specializes in providing financial advice to individuals, corporations, and other businesses. Kevin is also a registered investment advisor in Texas and Washington.
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
WA
09/13/2010 - Present
Raymond James Financial Services Advisors, Inc. (Puyallup WA)
WA
09/21/2004 - 09/15/2010
EDWARD JONES (PUYALLUP WA)
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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