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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 McDermott is a financial advisor with Kathmere Capital Management, LLC. Kevin has been in the industry since 2001 and has a wide range of experience in financial planning, investment management, and retirement planning. Kevin is a CERTIFIED FINANCIAL PLANNER™ and has a Series 7 and Series 66 licenses. Kevin also holds a Series SIE license. Kevin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Kevin's previous experience includes working with LPL Financial LLC and Jefferson Pilot Securities Corporation.
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.
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.
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2
PA
10/01/2019 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
05/02/2007 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
01/27/2005 - 05/08/2007
JEFFERSON PILOT SECURITIES CORPORATION (BRYN MAWR PA)
VT
03/02/2001 - 12/10/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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