Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pate is a registered representative with Raymond James & Associates, Inc. since June 1997. Kevin has been in the industry since June 1997 and holds the following licenses: Series 66, Series 24, SIE and Series 7. Kevin is also licensed in Florida. Raymond James & Associates, Inc. has offices in St. Petersburg, FL. The firm manages over $433 billion in client assets. The firm provides advisory services for individuals, businesses, pensions, investment companies, insurance companies, charitable organizations, and state or municipal government entities. The firm's advisory services include: financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
FL
06/12/1997 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 09/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
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
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