Unclaimed
Kevin Hawley is a financial advisor with over 10 years of experience in the industry. Kevin currently works at Navalign, LLC, where he is registered as a Registered Representative. Kevin also has experience with Waddell & Reed, AXA Advisors, LLC, Carter Jacobs, LLC and various other insurance carriers for W & R Insurance Agencies. Kevin has passed both the Series 7 and Series 66 exams. Kevin primarily focuses on providing financial planning services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Kevin is also able to provide portfolio management services to individuals and businesses.
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.
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.
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CA
01/30/2019 - Present
Navalign, LLC (ENCINO CA)
CA
07/17/2012 - 01/27/2016
WADDELL & REED (SHERMAN OAKS CA)
IL
08/14/2009 - 04/12/2012
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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