Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Fearnow is a financial advisor currently registered with CIBC Private Wealth Advisors, Inc. located in WASHINGTON, DC. Kevin has been working in the financial industry since 1997. Kevin has held previous positions with PNC Investments, Mercantile Brokerage Services, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., DEUTSCHE BANK SECURITIES INC. and DB ALEX. BROWN LLC. Kevin has licenses in Series 63, Series 65, Series 66, Series 7 and SIE. Kevin is registered as an investment advisor representative in DC and is also registered as a broker in 50 states and the District of Columbia.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
09/24/2015 - Present
Cibc Private Wealth Advisors, Inc. (WASHINGTON DC)
PA
07/06/2012 - 09/11/2015
PNC INVESTMENTS (PITTSBURGH PA)
MD
01/13/2005 - 10/11/2006
MERCANTILE BROKERAGE SERVICES, INC. (BALTIMORE MD)
MA
09/09/2002 - 11/26/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/13/2001 - 09/04/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
12/05/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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