Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wray is an Investment Advisor Representative associated with Insight Folios. Kevin has over 20 years of experience in the financial services industry and holds the Series 6, Series 63, and Series 65 licenses. Kevin provides financial planning services and portfolio management for individuals. Kevin also has experience in selling insurance products through Kevin Wray Financial Services.
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.
Personalized portfolio management to meet individual financial objectives.
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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MI
01/09/2025 - Present
Insight Folios (Pinconning MI)
OH
03/26/2013 - 09/21/2015
INVESTMENTS FOR YOU, INC. (MARYSVILLE OH)
MI
05/16/2012 - 03/25/2013
GRADIENT SECURITIES, LLC (PINCONNING MI)
MI
01/06/2011 - 05/17/2012
SICOR SECURITIES INC (PINCONNING MI)
MI
03/31/2005 - 11/22/2010
FORTUNE FINANCIAL SERVICES, INC. (PINCONNING MI)
MN
06/25/2001 - 03/29/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/24/2000 - 07/03/2001
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
FL
06/27/1997 - 03/28/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
02/10/1997 - 06/27/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CA
10/28/1996 - 01/20/1997
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
MN
04/21/1994 - 10/29/1996
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 08/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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