Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Carter is a registered investment advisor representative with Allstate Financial Advisors, LLC. Kevin has been in the financial services industry since April 1, 1985. Before joining Allstate Financial Advisors, LLC, Kevin worked at Smith, Moore & Co., Oppenheimer & Co. Inc., and B.C. Christopher Securities Co. Kevin holds Series 63, Series 65, Series 7, and SIE licenses. Kevin’s experience and expertise enable him to provide a comprehensive range of financial services to his clients.
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.
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Third party advisory fees
1
2
MO
10/20/2023 - Present
Allstate Financial Advisors, LLC (Lees Summit MO)
KS
03/12/2015 - 05/31/2016
SMITH, MOORE & CO. (OVERLAND PARK KS)
KS
03/23/1990 - 03/16/2015
OPPENHEIMER & CO. INC. (LEAWOOD KS)
MO
05/29/1984 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
IA
Issued 12/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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