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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 Halifax is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Kevin Halifax has been in the industry since 2004. He has been registered with Wells Fargo Clearing Services, LLC since May 2022. Previously, Kevin Halifax was registered with PNC Investments, Cambridge Investment Research, Inc., Allstate Financial Services, LLC, Euro Pacific Capital, Inc., and Edward Jones. Kevin Halifax is licensed to provide investment advice in Florida, Michigan, Minnesota, Missouri, Nevada, Ohio, Pennsylvania, South Carolina, Virginia, and Wisconsin. He holds Series 63, Series 65, Series 7, and SIE licenses. Kevin Halifax specializes in providing investment advice to individuals, corporations, other businesses, and charitable organizations.
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.
Investment consulting services to institutional 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.
1
2
FL
05/13/2022 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
10/16/2015 - 05/13/2022
PNC INVESTMENTS (Sarasota FL)
FL
08/01/2014 - 09/24/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRADENTON FL)
CA
03/25/2013 - 08/05/2014
ALLSTATE FINANCIAL SERVICES, LLC (LONG BEACH CA)
CA
07/18/2012 - 11/06/2012
EURO PACIFIC CAPITAL, INC. (NEWPORT BEACH CA)
NV
09/14/2005 - 10/02/2009
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
MO
08/02/2004 - 08/12/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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