Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donovan is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Tacoma, WA. Kevin has been in the financial services industry since 2002 and has a diverse background, having worked for several firms in various roles. Kevin is a licensed Series 7, 63 and 65 registered representative and has a deep understanding of the financial markets. Kevin works with a variety of clients, including individuals, businesses, and institutions. Kevin provides financial planning, investment management, and retirement planning 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
02/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Tacoma WA)
WA
02/24/2020 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
ID
03/16/2017 - 04/03/2018
RBC CAPITAL MARKETS, LLC (EAGLE ID)
UT
03/17/2006 - 10/26/2009
ZIONS DIRECT, INC. (ST. GEORGE UT)
CA
05/13/2004 - 08/02/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
04/25/2003 - 03/24/2004
EDWARD JONES (ST. LOUIS MO)
CA
09/11/2002 - 05/01/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/02/2001 - 01/30/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/15/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
05/25/1999 - 11/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
VT
12/18/1998 - 06/10/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/24/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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