Unclaimed
Kevin Fitzpatrick is a registered Investment Advisor Representative with Federated Investment Counseling. Kevin has over 20 years of experience in the financial services industry. He is a Series 7, Series 63, and Series 65 licensed professional. Kevin specializes in providing investment advice to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
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.
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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PA
01/02/2008 - Present
Federated Investment Counseling (PITTSBURGH PA)
NY
01/02/2003 - 12/09/2005
FTN FINANCIAL SECURITIES CORP (NEW YORK NY)
IA
Issued 06/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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