Unclaimed
Kevin Hott is a financial advisor with Raymond James & Associates, Inc. Kevin has been in the financial services industry since 2012 and holds the Series 7, Series 66, and SIE licenses. Kevin also holds the Certified Financial Planner designation. In addition to his work with Raymond James & Associates, Inc., Kevin is also a Board Member for the Trappe VFW Post 7155 and a District Leader for the Humane Society of the United States.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
07/17/2023 - Present
Raymond James & Associates, Inc. (DEVON PA)
PA
11/05/2020 - 05/19/2023
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
VA
01/23/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
09/02/2016 - 01/09/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/19/2012 - 08/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
BOTH
Issued 07/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Hott is the right advisor for you? Invested Better is here to help.